Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 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 $274,602. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,813Holding current value
$274,602% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
122Shares Held
15.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$49.8 Million0.01% of portfolio
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Atwood & Palmer Inc1.13MShares$22.4 Million1.57% of portfolio
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Bank Of America Corp Charlotte, NC1.05MShares$20.8 Million0.0% of portfolio
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Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio
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Envestnet Asset Management Inc627KShares$12.5 Million0.0% of portfolio