Tempus Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 4,045 shares of AGG stock, worth $395,358. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,045
Previous 4,117
1.75%
Holding current value
$395,358
Previous $399,000
2.51%
% of portfolio
0.16%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio