Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 15,675 shares of IBDR stock, worth $372,281. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,675
Previous 11,341
38.22%
Holding current value
$372,281
Previous $273 Million
99.86%
% of portfolio
0.16%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
430Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio