Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 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 58,474 shares of IBTG stock, worth $1.34 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
58,474
Previous 59,142
1.13%
Holding current value
$1.34 Million
Previous $1.36 Million
1.18%
% of portfolio
0.55%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
307Shares Held
75.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$71 Million1.6% of portfolio