Fullcircle Wealth LLC Ishares Core Total Usd Bond Ma Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Fullcircle Wealth LLC holds 83,760 shares of IUSB stock, worth $3.79 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
83,760
Previous 68,683
21.95%
Holding current value
$3.79 Million
Previous $3.13 Billion
23.02%
% of portfolio
1.73%
Previous 1.53%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.19 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.71 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio