Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 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 59,142 shares of IBTG stock, worth $1.35 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
59,142
Previous 54,564
8.39%
Holding current value
$1.35 Million
Previous $1.24 Billion
99.89%
% of portfolio
0.6%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
289Shares Held
66.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio