Leo Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Leo Wealth, LLC holds 67,083 shares of IBTJ stock, worth $1.47 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
67,083
Previous 59,611
12.53%
Holding current value
$1.47 Million
Previous $1.31 Billion
12.71%
% of portfolio
0.19%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio