Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Quantum Financial Advisors, LLC
- $665 Million
- Q4 2025
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 81,510 shares of IBDX stock, worth $2.08 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
81,510
Previous 69,002
18.13%
Holding current value
$2.08 Million
Previous $1.77 Million
17.43%
% of portfolio
0.31%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding IBDX
# of Institutions
189Shares Held
43.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC3.17MShares$80.7 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$53.4 Million0.0% of portfolio