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Ishares Tr msci usavalfct shares owned by Leo Wealth

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Ishares Tr msci usavalfct

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All positions including Ishares Tr msci usavalfct 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 msci usavalfct by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 2.0k 108.12
2023-12-31 $208k 2.0k 103.05

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Leo Wealth

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Envestnet Asset Management
Bank of America Corporation
BlackRock
GFG Capital
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
LPL Financial
HPM Partners
Pnc Financial Services
UBS Group

View all funds holding Ishares Tr msci usavalfct