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Leo Wealth LLC’s Envela ELA Stock Holding History

Leo Wealth LLC’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$384K Hold
23,070
– – 0.03% 309
2025
Q4 		$309K Buy
+23,070
New +$241K 0.02% 342
2025
Q3 		– Sell
-21,570
Closed -$132K – 322
2025
Q2 		$132K Buy
+21,570
New +$134K 0.01% 378
2025
Q1 		– Sell
-21,570
Closed -$155K – 302
2024
Q4 		$155K Sell
21,570
-95
-0.4% -$590 0.01% 346
2024
Q3 		$119K Sell
21,665
-61,790
-74% -$311K 0.01% 334
2024
Q2 		$384K Hold
83,455
– – 0.04% 245
2024
Q1 		$381K Hold
83,455
– – 0.04% 241
2023
Q4 		$366K Buy
+83,455
New +$358K 0.04% 237

Other funds holding ELA

MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return