Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 11,115 shares of IBDS stock, worth $267,538. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,115
Previous 11,563
3.87%
Holding current value
$267,538
Previous $279 Million
4.27%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
379Shares Held
97.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.6 Million6.94% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio