Quantum Financial Advisors, LLC Ishares Tr Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 92,800 shares of IBDV stock, worth $1.98 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
92,800
Previous 86,287
7.55%
Holding current value
$1.98 Million
Previous $1.91 Million
3.66%
% of portfolio
0.41%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding IBDV
# of Institutions
199Shares Held
50.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$91.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$73.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$61.7 Million1.28% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.6 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$49.7 Million1.06% of portfolio