Tempus Wealth Planning, LLC Ishares Tr Core Aggressive All Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 16,069 shares of AOA stock, worth $1.43 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,069
Previous 15,643
2.72%
Holding current value
$1.43 Million
Previous $1.38 Million
3.56%
% of portfolio
0.37%
Previous 0.36%
Shares
25 transactions
Others Institutions Holding AOA
# of Institutions
418Shares Held
9.27MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio