Fullcircle Wealth LLC Ishares Barclays 10 20 Yr Trea Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Fullcircle Wealth LLC holds 9,329 shares of TLH stock, worth $957,995. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,329
Previous 4,781
95.13%
Holding current value
$957,995
Previous $485,000
97.94%
% of portfolio
0.38%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
113MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio