Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Quantum Financial Advisors, LLC
- $398 Million
- Q1 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 90,701 shares of IBDS stock, worth $2.15 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
90,701Holding current value
$2.15 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$162 Million0.02% of portfolio
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Shufro Rose & CO LLC5.12MShares$121 Million10.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.75MShares$112 Million0.03% of portfolio
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Capital Advisors Inc3.13MShares$74.1 Million1.62% of portfolio
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Morgan Stanley New York, NY2.98MShares$70.5 Million0.01% of portfolio