A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 14,669 shares of MBB stock, worth $1.35 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
14,669
Previous 13,446 9.1%
Holding current value
$1.35 Million
Previous $1.24 Billion 9.38%
% of portfolio
0.61%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$90.85 - $96.66 $111,109 - $118,215
1,223 Added 9.1%
14,669 $1.36 Billion
Q2 2024

Jul 25, 2024

BUY
$89.41 - $92.64 $1.2 Million - $1.25 Million
13,446 New
13,446 $1.24 Billion

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.