Leo Wealth, LLC Ishares Tr Russell 200 Value E Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 3,987 shares of IWX stock, worth $317,604. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,987
Previous 4,807
17.06%
Holding current value
$317,604
Previous $358 Million
9.6%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
198Shares Held
51.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$845 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$647 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$546 Million1.99% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$503 Million7.86% of portfolio
-
Envestnet Asset Management Inc6.02MShares$480 Million0.16% of portfolio