Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 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 $344,627. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,672Holding current value
$344,627% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
165Shares Held
19.4MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.14MShares$25 Million1.76% of portfolio
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Wells Fargo & Company San Francisco, CA1.04MShares$22.9 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL833KShares$18.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC822KShares$18.1 Million0.0% of portfolio
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Hengehold Capital Management LLC747KShares$16.4 Million1.56% of portfolio