Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 39,472 shares of IBTH stock, worth $885,751. This represents 0.39% of its overall portfolio holdings.
Number of Shares
39,472
Previous 43,263
8.76%
Holding current value
$885,751
Previous $960 Million
99.91%
% of portfolio
0.39%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
253Shares Held
53.8MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$123 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.67MShares$82.4 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.95MShares$66.1 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC2.69MShares$60.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.97MShares$44.3 Million0.01% of portfolio