Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Quantum Financial Advisors, LLC
- $465 Million
- Q2 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 121,063 shares of IBDU stock, worth $2.82 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
121,063
Previous 110,223
9.83%
Holding current value
$2.82 Million
Previous $2.55 Million
10.79%
% of portfolio
0.61%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
328Shares Held
97.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$148 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$117 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$105 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.5 Million7.36% of portfolio