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
SOUTHERN CO COM 201 $522,753 7,484 0.00 7,484 +Inf 12-31-2023
NETFLIX INC COM 202 $522,719 1,006 0.00 1,006 +Inf 12-31-2023
SHELL PLC SPON ADS 203 $514,484 7,921 0.00 7,921 +Inf 12-31-2023
COLGATE PALMOLIVE CO COM 204 $493,949 5,721 0.00 5,721 +Inf 12-31-2023
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