Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 28,942 shares of IBTI stock, worth $644,538. This represents 0.28% of its overall portfolio holdings.
Number of Shares
28,942
Previous 13,319
117.3%
Holding current value
$644,538
Previous $292 Million
99.78%
% of portfolio
0.28%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
194Shares Held
37.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.43MShares$76.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$53.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$46 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.5MShares$33.3 Million0.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.21MShares$26.9 Million0.01% of portfolio