Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
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 205,283 shares of IBDR stock, worth $4.88 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
205,283
Previous 174,569
17.59%
Holding current value
$4.88 Million
Previous $4.15 Million
17.58%
% of portfolio
0.93%
Previous 0.89%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio