Fullcircle Wealth LLC MANAGED PORTFOLIO SERIES Transaction History

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024
Number of Shares
81,001
Previous 39,185 106.71%
Holding current value
$2.64 Billion
Previous $1.13 Billion 134.7%
% of portfolio
1.08%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
41,816 Added 106.71%
81,001 $2.64 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
39,185 New
39,185 $1.13 Billion
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