Leo Wealth, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 19,790 shares of IBTM stock, worth $438,546. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,790

Holding current value

$438,546

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$22.2 - $23.71 $439,338 - $469,220	19,790 New	19,790 $465 Million

Others Institutions Holding IBTM

# of Institutions

Shares Held

8.09M

Call Options Held

Put Options Held

Krilogy Financial LLC

1.78M
Shares

$39.3 Million
3.09% of portfolio
Ubs Group Ag

1.44M
Shares

$31.9 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

801K
Shares

$17.8 Million
0.13% of portfolio
Stratos Wealth Partners, Ltd.

593K
Shares

$13.1 Million
0.21% of portfolio
Confluence Investment Management LLC

419K
Shares

$9.28 Million
0.14% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

More about IBTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account