Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 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 54,564 shares of IBTG stock, worth $1.24 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
54,564
Previous 38,963
40.04%
Holding current value
$1.24 Million
Previous $891 Million
39.58%
% of portfolio
0.51%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
254Shares Held
54.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.5 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.1 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.1 Million1.1% of portfolio