Fullcircle Wealth LLC MANAGED PORTFOLIO SERIES Transaction History

Fullcircle Wealth LLC

  • $227 Million
  • Q1 2025
Number of Shares
91,367
Previous 81,001 12.8%
Holding current value
$0
Previous $2.64 Billion 100.0%
% of portfolio
0.0%
Previous 1.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
10,366 Added 12.8%
91,367 $0
Q4 2024

Feb 13, 2025
BUY
N/A
41,816 Added 106.71%
81,001 $2.64 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
39,185 New
39,185 $1.13 Billion
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