Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 68,666 shares of IBTG stock, worth $1.56 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
68,666
Previous 87,867
21.85%
Holding current value
$1.56 Million
Previous $1.99 Billion
20.4%
% of portfolio
0.14%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
218Shares Held
41.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.3 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.8 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.8 Million0.01% of portfolio