Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Quantum Financial Advisors, LLC
- $465 Million
- Q2 2025
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 142,423 shares of IBMP stock, worth $3.6 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
142,423
Previous 137,853
3.32%
Holding current value
$3.6 Million
Previous $3.48 Million
3.68%
% of portfolio
0.78%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding IBMP
# of Institutions
167Shares Held
19.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.95MShares$49.4 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.01MShares$25.6 Million0.04% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH871KShares$22 Million0.35% of portfolio
-
Envestnet Asset Management Inc859KShares$21.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO834KShares$21.1 Million0.05% of portfolio