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 131,372 shares of IBMP stock, worth $3.32 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
131,372
Previous 126,646
3.73%
Holding current value
$3.32 Million
Previous $3.22 Million
2.45%
% of portfolio
0.68%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding IBMP
# of Institutions
158Shares Held
19.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.79MShares$45.2 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL970KShares$24.5 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA924KShares$23.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc900KShares$22.8 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH880KShares$22.3 Million0.34% of portfolio