Tempus Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History
Tempus Wealth Planning, LLC
- $226 Million
- Q2 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 4,117 shares of AGG stock, worth $418,122. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,117
Previous 4,396
6.35%
Holding current value
$418,122
Previous $430,000
7.21%
% of portfolio
0.18%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio