Leo Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
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 66,736 shares of IBTH stock, worth $1.48 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
66,736
Previous 32,564
104.94%
Holding current value
$1.48 Million
Previous $719 Million
110.14%
% of portfolio
0.14%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.2 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30 Million0.43% of portfolio