Fullcircle Wealth LLC Ishares Core Total Usd Bond Ma Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 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 77,425 shares of IUSB stock, worth $3.54 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
77,425
Previous 80,879
4.27%
Holding current value
$3.54 Million
Previous $3.67 Billion
99.9%
% of portfolio
1.57%
Previous 1.5%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
810Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.5 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.85 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.2 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.93 Billion0.45% of portfolio