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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | JP MORGAN EM ETF | 51 | $3,318,563 | 90,718 | 0.00 | 90,718 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS 25 TRM TS | 52 | $3,289,967 | 141,336 | 0.00 | 141,336 | +Inf | 12-31-2023 | |
| KENVUE INC | COM | 53 | $3,239,561 | 150,478 | 0.00 | 150,478 | +Inf | 12-31-2023 | |
| CROWN CASTLE INC | COM | 54 | $3,227,725 | 28,035 | 0.00 | 28,035 | +Inf | 12-31-2023 |
