Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Quantum Financial Advisors, LLC
- $410 Million
- Q2 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 55,734 shares of IBDX stock, worth $1.44 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
55,734
Previous 53,726
3.74%
Holding current value
$1.44 Million
Previous $1.33 Million
2.7%
% of portfolio
0.33%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IBDX
# of Institutions
107Shares Held
22.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.24MShares$57.6 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.14MShares$55.1 Million3.61% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$43.6 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.63MShares$42.1 Million0.92% of portfolio
-
Aptus Capital Advisors, LLC1.54MShares$39.6 Million0.72% of portfolio