Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 161,180 shares of IBTE stock, worth $3.85 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
161,180
Previous 158,720
1.55%
Holding current value
$3.85 Million
Previous $3.8 Billion
1.59%
% of portfolio
1.73%
Previous 1.86%
Shares
2 transactions
Others Institutions Holding IBTE
# of Institutions
293Shares Held
87.1MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$570 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$125 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.3 Million1.54% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53 Million0.01% of portfolio