Leo Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Leo Wealth, LLC
- $1.38 Trillion
- Q4 2025
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 135,674 shares of IBDR stock, worth $3.22 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
135,674
Previous 86,112
57.56%
Holding current value
$3.22 Million
Previous $2.09 Billion
57.1%
% of portfolio
0.24%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
108MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio