Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 123,544 shares of IBDR stock, worth $2.93 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
123,544
Previous 117,913
4.78%
Holding current value
$2.93 Million
Previous $2.8 Million
4.79%
% of portfolio
0.6%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
405Shares 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