Tempus Wealth Planning, LLC Ishares Tr Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 10,342 shares of MBB stock, worth $983,213. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,342
Previous 12,023
13.98%
Holding current value
$983,213
Previous $1.13 Million
12.77%
% of portfolio
0.25%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding MBB
# of Institutions
1,071Shares Held
395MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio