Fullcircle Wealth LLC Ishares Tr Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 14,919 shares of MBB stock, worth $1.42 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
14,919
Previous 13,568
9.96%
Holding current value
$1.42 Million
Previous $1.27 Million
10.06%
% of portfolio
0.58%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,051Shares Held
375MCall Options Held
97.6KPut Options Held
18.7K-
Bank Of America Corp Charlotte, NC64.3MShares$6.14 Billion0.45% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.84 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.55 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.4MShares$2.42 Billion0.84% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.29 Billion5.9% of portfolio