Fullcircle Wealth LLC Ishares Core Total Usd Bond Ma Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
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 75,850 shares of IUSB stock, worth $3.5 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
75,850
Previous 77,425
2.03%
Holding current value
$3.5 Million
Previous $3.57 Million
1.71%
% of portfolio
1.45%
Previous 1.57%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
818Shares Held
691MCall Options Held
100Put Options Held
400-
Envestnet Asset Management Inc135MShares$6.23 Billion1.92% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.88 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.22 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.95 Billion0.45% of portfolio