Tempus Wealth Planning, LLC Ishares Ibonds 2025 Term High Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 16,058 shares of IBHE stock, worth $373,830. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,058
Previous 23,063
30.37%
Holding current value
$373,830
Previous $537,000
30.73%
% of portfolio
0.13%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IBHE
# of Institutions
120Shares Held
13.8MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.5 Million3.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$18.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA765KShares$17.8 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO715KShares$16.6 Million9.75% of portfolio