Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 60,681 shares of IBTF stock, worth $1.41 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
60,681
Previous 54,528
11.28%
Holding current value
$1.41 Million
Previous $1.27 Billion
11.81%
% of portfolio
0.64%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
268Shares Held
82MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio