Tempus Wealth Planning, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 12,940 shares of SUSC stock, worth $300,337. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,940
Previous 12,955
0.12%
Holding current value
$300,337
Previous $294,000
4.42%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SUSC
# of Institutions
254Shares Held
39.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$185 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$73.2 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$62.1 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.3MShares$53.3 Million0.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$45.4 Million0.01% of portfolio