Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 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 132,106 shares of IBMO stock, worth $3.37 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
132,106
Previous 130,734
1.05%
Holding current value
$3.37 Million
Previous $3.35 Million
0.27%
% of portfolio
0.69%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding IBMO
# of Institutions
174Shares Held
18MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.4 Million0.32% of portfolio