Fullcircle Wealth LLC Purchases in Q3 2024

Fullcircle Wealth LLC

  • $223 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
225
+ 3.35%
$41.55 - $46.97 $9.35K - $10.6K
6.94K $330M
IFF
International Flavors & Fragrances Inc

Basic Materials
26
+ 0.4%
$93.14 - $105.12 $2.42K - $2.73K
6.54K $668M
BDX
Becton Dickinson & CO

Healthcare
113
+ 7.23%
$221.47 - $242.41 $25K - $27.4K
1.68K $401M
ZTS
Zoetis Inc.

Healthcare
46
+ 0.71%
$172.58 - $196.48 $7.94K - $9.04K
6.55K $1.2B
SJNK
Spdr Bloomberg Short Term High

ETFs
527
+ 1.56%
$24.8 - $25.75 $13.1K - $13.6K
34.2K $874M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
35K
New
$0.92 - $1.39 $32.2K - $48.7K
35K $25.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
733
+ 2.51%
$24.78 - $25.11 $18.2K - $18.4K
29.9K $751M
SPGI
S&P Global Inc.

Financial Services
21
+ 1.19%
$446.32 - $527.38 $9.37K - $11.1K
1.79K $872M
JOBY
Joby Aviation, Inc.

Industrials
6K
+ 40.0%
$4.77 - $7.46 $28.6K - $44.8K
21K $111M
WDAY
Workday, Inc.

Technology
8
+ 0.79%
$207.75 - $264.68 $1.66K - $2.12K
1.02K $240M
HON
Honeywell International Inc

Industrials
199
+ 5.01%
$196.73 - $220.21 $39.1K - $43.8K
4.17K $860M
PG
Procter & Gamble CO

Consumer Defensive
51
+ 3.34%
$160.76 - $177.82 $8.2K - $9.07K
1.58K $267M
PYXS
Pyxis Oncology, Inc.

Healthcare
1.66K
+ 13.83%
$2.83 - $3.94 $4.7K - $6.54K
13.7K $51.8M
CION
Cion Investment Corp

Financial Services
1
+ 0.01%
$11.55 - $12.46 $11.6 - $12.5
12.8K $153M
UNP
Union Pacific Corp

Industrials
33
+ 1.31%
$221.78 - $256.09 $7.32K - $8.45K
2.55K $592M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.88%
$531.86 - $624.21 $3.19K - $3.75K
688 $380M
GOOGL
Alphabet Inc.

Communication Services
69
+ 0.56%
$148.65 - $191.18 $10.3K - $13.2K
12.3K $2.05B
BIIB
Biogen Inc.

Healthcare
16
+ 0.84%
$189.07 - $236.8 $3.03K - $3.79K
1.92K $356M
ADBE
Adobe Inc.

Technology
15
+ 0.91%
$508.13 - $586.55 $7.62K - $8.8K
1.67K $802M
ELV
Elevance Health, Inc.

Healthcare
26
+ 1.51%
$500.12 - $562.29 $13K - $14.6K
1.74K $727M
Activity Summary
Buys All Purchases 121 New Holdings 25 Increased Positions 96 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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