Number of Shares
50,871
Previous 31,987 59.04%
Holding current value
$557 Million
Previous $669 Million 16.68%
% of portfolio
0.23%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
N/A
18,884 Added 59.04%
50,871 $557 Million
Q3 2024

Oct 29, 2024

BUY
N/A
5,443 Added 20.51%
31,987 $669 Million
Q2 2024

Jul 25, 2024

BUY
N/A
26,544 New
26,544 $493 Million
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.