Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 66,646 shares of IBDX stock, worth $1.69 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
66,646
Previous 63,553
4.87%
Holding current value
$1.69 Million
Previous $1.59 Million
6.31%
% of portfolio
0.36%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding IBDX
# of Institutions
170Shares Held
37.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$108 Million0.96% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$69.6 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$67.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.25MShares$57 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$50.2 Million3.04% of portfolio