Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
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 31,867 shares of IBTI stock, worth $695,337. This represents 0.07% of its overall portfolio holdings.
Number of Shares
31,867
Previous 27,981
13.89%
Holding current value
$695,337
Previous $611 Million
17.41%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22 Million0.55% of portfolio