Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 11,563 shares of IBDS stock, worth $276,586. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,563
Previous 11,563
-0.0%
Holding current value
$276,586
Previous $276 Million
0.92%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
342Shares Held
83.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.8 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio