Leo Wealth LLC’s Source Capital SOR Stock Holding History

Leo Wealth LLC’s Portfolio SOR Stock Details SOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$233K	Buy
2024 Q1	$220K	Buy
2023 Q4	$206K	Buy