Leo Wealth, LLC ISHARES TR Transaction History

Leo Wealth, LLC

  • $771 Billion
  • Q3 2025
Number of Shares
15,412
Previous 13,099 17.66%
Holding current value
$393 Million
Previous $331 Million 19.05%
% of portfolio
0.05%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
2,313 Added 17.66%
15,412 $393 Million
Q2 2025

Jul 23, 2025
BUY
N/A
83 Added 0.64%
13,099 $331 Million
Q1 2025

May 02, 2025
BUY
N/A
56 Added 0.43%
13,016 $326 Million
Q4 2024

Jan 27, 2025
BUY
N/A
12,960 New
12,960 $324 Million
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