Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Quantum Financial Advisors, LLC
- $412 Million
- Q3 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 61,909 shares of IBDX stock, worth $1.55 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
61,909
Previous 55,734
11.08%
Holding current value
$1.55 Million
Previous $1.37 Million
16.3%
% of portfolio
0.39%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding IBDX
# of Institutions
115Shares Held
24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.24MShares$56 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.17MShares$54.2 Million3.5% of portfolio
-
Capital Investment Advisors, LLC1.95MShares$48.8 Million1.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$42.4 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC1.54MShares$38.5 Million0.72% of portfolio