Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Fullcircle Wealth LLC holds 15,672 shares of IBTJ stock, worth $343,686. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,672
Previous 15,672
-0.0%
Holding current value
$343,686
Previous $343,000
0.29%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio