Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 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 34,261 shares of IBTH stock, worth $769,844. This represents 0.31% of its overall portfolio holdings.
Number of Shares
34,261
Previous 37,683
9.08%
Holding current value
$769,844
Previous $847,000
8.97%
% of portfolio
0.31%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio