Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Quantum Financial Advisors, LLC
- $398 Million
- Q1 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 126,438 shares of IBMO stock, worth $3.2 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
126,438Holding current value
$3.2 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding IBMO
# of Institutions
162Shares Held
16.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.43MShares$36.1 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO951KShares$24 Million0.07% of portfolio
-
Envestnet Asset Management Inc855KShares$21.6 Million0.01% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC724KShares$18.3 Million0.52% of portfolio
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Morgan Stanley New York, NY688KShares$17.4 Million0.0% of portfolio