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 $342,119. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,672Holding current value
$342,119% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
24.2MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$32.9 Million4.17% of portfolio
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Wells Fargo & Company San Francisco, CA1.44MShares$31.4 Million0.01% of portfolio
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Hengehold Capital Management LLC922KShares$20.1 Million1.88% of portfolio
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Atwood & Palmer Inc903KShares$19.7 Million1.4% of portfolio
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Raymond James Financial Inc St. Petersburg, FL855KShares$18.7 Million0.01% of portfolio