Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2029 Tre Call Options Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
24.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$33 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC922KShares$20.2 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.8 Million1.4% of portfolio