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Ishares Tr usa min vo shares owned by Leo Wealth

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $680k 8.1k 83.76

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Affirm Hldgs Com Cl A (AFRM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

Top funds holding Ishares Tr usa min vo

Morgan Stanley
FMR
Raymond James & Associates
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Jpmorgan Chase & Co
BlackRock
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
UBS Group
Alaska Permanent Fund Corp
Wells Fargo & Company
Catalyst Capital Advisors

View all funds holding Ishares Tr usa min vo