Fullcircle Wealth LLC Ishares Tr Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 13,568 shares of MBB stock, worth $1.26 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
13,568
Previous 15,149
10.44%
Holding current value
$1.26 Million
Previous $1.39 Billion
99.91%
% of portfolio
0.56%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
1,046Shares Held
349MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.79 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.7 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.47 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.25 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.95 Billion0.87% of portfolio