Quantum Financial Advisors, LLC Ishares Tr Transaction History
Quantum Financial Advisors, LLC
- $410 Million
- Q2 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 75,013 shares of IBDV stock, worth $1.67 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
75,013
Previous 72,082
4.07%
Holding current value
$1.67 Million
Previous $1.54 Million
3.37%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
174Shares Held
38.5MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$53.2 Million1.16% of portfolio
-
Capital Advisors Inc2.23MShares$49.5 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$46.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$42.9 Million0.06% of portfolio
-
Aptus Capital Advisors, LLC1.89MShares$41.9 Million0.77% of portfolio