Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
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 13,382 shares of IBDS stock, worth $324,112. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,382
Previous 13,382
-0.0%
Holding current value
$324,112
Previous $323,000
0.31%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
397Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.04MShares$195 Million0.02% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.77MShares$91.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.6 Million1.38% of portfolio
-
Ubs Group Ag2.86MShares$69.2 Million0.01% of portfolio