Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Quantum Financial Advisors, LLC
- $410 Million
- Q2 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 106,592 shares of IBDR stock, worth $2.53 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
106,592
Previous 96,571
10.38%
Holding current value
$2.53 Million
Previous $2.3 Million
10.25%
% of portfolio
0.62%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
356Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.4 Million0.06% of portfolio