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 $395,277. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,045
Previous 4,117
1.75%
Holding current value
$395,277
Previous $399,000
2.51%
% of portfolio
0.16%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio