Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 58,802 shares of IBTF stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
58,802
Previous 60,681
3.1%
Holding current value
$1.37 Million
Previous $1.42 Billion
3.26%
% of portfolio
0.56%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio