Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Quantum Financial Advisors, LLC
- $412 Million
- Q3 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 144,574 shares of IBMN stock, worth $3.85 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
144,574
Previous 141,868
1.91%
Holding current value
$3.85 Million
Previous $3.76 Million
2.55%
% of portfolio
0.94%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding IBMN
# of Institutions
166Shares Held
17.8MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.6 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.79MShares$47.5 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO994KShares$26.5 Million0.06% of portfolio
-
Envestnet Asset Management Inc877KShares$23.4 Million0.01% of portfolio
-
Us Bancorp \De\689KShares$18.3 Million0.02% of portfolio