Number of Shares
43,042
Previous 53,238 19.15%
Holding current value
$1.44 Billion
Previous $1.66 Billion 13.21%
% of portfolio
0.65%
Previous 0.81%

Shares

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

Oct 29, 2024

SELL
N/A
-10,196 Reduced 19.15%
43,042 $1.44 Billion
Q2 2024

Jul 25, 2024

BUY
N/A
53,238 New
53,238 $1.66 Billion
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.