Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 14,281 shares of IBDT stock, worth $363,594. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,281
Previous 14,281
-0.0%
Holding current value
$363,594
Previous $360,000
0.83%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio