Tempus Wealth Planning, LLC Ishares Tr Core Moderate Alloc Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 9,044 shares of AOM stock, worth $398,749. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,044
Previous 8,957 0.97%
Holding current value
$398,749
Previous $404,000 2.97%
% of portfolio
0.13%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$43.44 - $45.05 $3,779 - $3,919
87 Added 0.97%
9,044 $392,000
Q3 2024

Oct 22, 2024
BUY
$42.66 - $45.18 $30,160 - $31,942
707 Added 8.57%
8,957 $404,000
Q2 2024

Jul 25, 2024
BUY
$41.17 - $43.25 $339,652 - $356,812
8,250 New
8,250 $354,000
Q3 2022

Nov 14, 2022
BUY
$36.57 - $40.81 $374,403 - $417,812
10,238 New
10,238 $375,000

Others Institutions Holding AOM

# of Institutions
254
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email