Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEO WEALTH LLC | 03-14-2024 | 12-31-2023 | 327 | 965,037,417 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNI INCOME TR II | COM | 101 | $1,553,517 | 145,107 | 0.00 | 145,107 | +Inf | 12-31-2023 | |
| INVESCO TR INVT GRADE MUNS | COM | 102 | $1,511,266 | 152,522 | 0.00 | 152,522 | +Inf | 12-31-2023 | |
| INVESCO VALUE MUN INCOME TR | COM | 103 | $1,507,320 | 128,280 | 0.00 | 128,280 | +Inf | 12-31-2023 | |
| BROADCOM INC | COM | 104 | $1,505,099 | 1,282 | 0.00 | 1,282 | +Inf | 12-31-2023 |
