Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 75,641 shares of IBTF stock, worth $1.77 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
75,641
Previous 58,802
28.64%
Holding current value
$1.77 Million
Previous $1.37 Billion
99.87%
% of portfolio
0.78%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
79.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$106 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$94 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$70.3 Million0.03% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$64.1 Million1.3% of portfolio