Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 196,694 shares of IBDS stock, worth $4.77 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
196,694
Previous 184,919
6.37%
Holding current value
$4.77 Million
Previous $4.5 Million
6.07%
% of portfolio
0.72%
Previous 0.86%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
439Shares Held
111MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Ubs Group Ag3.9MShares$94.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio