Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 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 $345,881. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,672
Previous 15,672
-0.0%
Holding current value
$345,881
Previous $341,000
0.59%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
175Shares Held
26.6MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio