Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 13,813 shares of IBTK stock, worth $276,260. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,813
Previous 13,813
-0.0%
Holding current value
$276,260
Previous $271,000
1.11%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
142Shares Held
19.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$23 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.6 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$17 Million0.28% of portfolio