Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 175,785 shares of IBDT stock, worth $4.47 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
175,785
Previous 174,045
1.0%
Holding current value
$4.47 Million
Previous $4.42 Billion
1.4%
% of portfolio
0.58%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio