Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 8,920 shares of IBDU stock, worth $207,836. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,920
Previous 8,920
-0.0%
Holding current value
$207,836
Previous $206,000
0.97%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
321Shares Held
95.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$117 Million1.05% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.5 Million7.36% of portfolio