Fullcircle Wealth LLC Ishares Tr Transaction History

Fullcircle Wealth LLC

$204 Billion
Q2 2024

A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 13,446 shares of MBB stock, worth $1.3 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

13,446

Holding current value

$1.3 Million

% of portfolio

0.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$89.41 - $92.64 $1.2 Million - $1.25 Million	13,446 New	13,446 $1.24 Billion

Others Institutions Holding MBB

# of Institutions

907

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$7.02 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.81 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.42 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.74 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.63 Billion
0.68% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Fullcircle Wealth LLC Ishares Tr Transaction History