Jessup Wealth Management, Inc Ishares Tr Transaction History
Jessup Wealth Management, Inc
- $218 Billion
- Q3 2024
A detailed history of Jessup Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 2,344 shares of SHV stock, worth $257,793. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,344
Previous 2,214
5.87%
Holding current value
$257,793
Previous $245 Million
6.01%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
725Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$993 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$834 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$688 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$408 Million0.09% of portfolio