Fullcircle Wealth LLC Spdr Bloomberg Investment Grad Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Fullcircle Wealth LLC holds 9,992 shares of FLRN stock, worth $307,353. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,992
Previous 9,992
-0.0%
Holding current value
$307,353
Previous $308 Million
99.9%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding FLRN
# of Institutions
353Shares Held
56.9MCall Options Held
38.6KPut Options Held
30.5K-
Wealthfront Advisers LLC5.68MShares$175 Million0.5% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.6MShares$111 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.07MShares$63.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.96MShares$60.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$51.3 Million0.0% of portfolio