Tempus Wealth Planning, LLC Ishares Tr Core Moderate Alloc Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 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 8,957 shares of AOM stock, worth $390,435. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,957
Previous 8,250
8.57%
Holding current value
$390,435
Previous $354,000
14.12%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding AOM
# of Institutions
251Shares Held
11.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$119 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC939KShares$40.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY355KShares$15.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC304KShares$13.3 Million0.31% of portfolio
-
Royal Bank Of Canada Toronto, A6291KShares$12.7 Million0.0% of portfolio