Tempus Wealth Planning, LLC Ishares Tr Ishares Morningstar Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 20,000 shares of IYLD stock, worth $427,800. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,000Holding current value
$427,800% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IYLD
# of Institutions
62Shares Held
1.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.75 Million1.89% of portfolio
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Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA76.9KShares$1.64 Million0.03% of portfolio