Leo Wealth, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Leo Wealth, LLC holds 153,850 shares of IBDQ stock, worth $3.86 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
153,850
Previous 210,204
26.81%
Holding current value
$3.86 Million
Previous $5.28 Billion
26.96%
% of portfolio
0.35%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
418Shares Held
94.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.7 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.3 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.1 Million0.02% of portfolio