Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 11,341 shares of IBDR stock, worth $269,348. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,341
Previous 11,788
3.79%
Holding current value
$269,348
Previous $285 Million
3.95%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
404Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio