Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 95,401 shares of IBTH stock, worth $2.14 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
95,401
Previous 97,110
1.76%
Holding current value
$2.14 Million
Previous $2.18 Billion
1.63%
% of portfolio
0.28%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio