LWL
DZSI

Leo Wealth LLC’s DZS Inc. Common Stock DZSI Stock Holding History

Leo Wealth LLC’s Portfolio DZSI Stock Details DZSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,000
Closed -$13.9K – 371
2024
Q2 		$13.9K Buy
+12,000
New +$16.3K ﹤0.01% 329

Other funds holding DZSI

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Leo Wealth LLC's DZSI Position: Q3 2024 in Review

Leo Wealth LLC sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 12,000 shares — an estimated $13.9K sold.

Leo Wealth LLC first reported a position in DZSI in Q2 2024 and held it in 1 quarter. The position peaked at $13.9K in Q2 2024. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • Leo Wealth LLC reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 12,000 DZS Inc. Common Stock shares in Q3 2024, an estimated $13.9K.
  • Leo Wealth LLC first reported a position in DZS Inc. Common Stock in Q2 2024 and held it in 1 quarter.
  • Leo Wealth LLC's DZS Inc. Common Stock position peaked at $13.9K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Leo Wealth LLC's 13F filing for Q3 2024, filed 21 Oct 2024.