Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Quantum Financial Advisors, LLC
- $412 Million
- Q3 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 126,646 shares of IBMP stock, worth $3.2 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
126,646
Previous 123,139
2.85%
Holding current value
$3.2 Million
Previous $3.08 Million
4.68%
% of portfolio
0.78%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding IBMP
# of Institutions
141Shares Held
17.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.62MShares$40.9 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO958KShares$24.2 Million0.05% of portfolio
-
Envestnet Asset Management Inc878KShares$22.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA836KShares$21.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH811KShares$20.5 Million0.33% of portfolio