Quantum Financial Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 99,309 shares of IBDQ stock, worth $2.5 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
99,309
Previous 137,692
27.88%
Holding current value
$2.5 Million
Previous $3.46 Million
28.04%
% of portfolio
0.51%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
417Shares Held
93.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.5 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio