Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
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 38,963 shares of IBTG stock, worth $888,356. This represents 0.4% of its overall portfolio holdings.
Number of Shares
38,963
Previous 38,963
-0.0%
Holding current value
$888,356
Previous $886 Million
0.55%
% of portfolio
0.4%
Previous 0.43%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
209Shares Held
38.3MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.5 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.41MShares$77.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$41.8 Million0.0% of portfolio
-
Bailard, Inc.1.65MShares$37.7 Million1.0% of portfolio