Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
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 69,002 shares of IBDX stock, worth $1.77 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
69,002
Previous 66,646
3.54%
Holding current value
$1.77 Million
Previous $1.69 Million
4.87%
% of portfolio
0.34%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding IBDX
# of Institutions
170Shares Held
37.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$109 Million0.96% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$70.5 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$68.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.25MShares$57.7 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$50.9 Million3.04% of portfolio