Jeppson Wealth Management, LLC Direxion Shs ETF Tr Daily S&P Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$14.38 - $17.62 $161,775 - $198,225	-11,250 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$13.96 - $15.88 $13,960 - $15,880	-1,000 Reduced 8.16%	11,250 $163,000
Q4 2021 Jan 19, 2022	BUY	$13.96 - $15.7 $6,980 - $7,850	500 Added 4.26%	12,250 $172,000
Q3 2021 Nov 17, 2021	SELL	$14.91 - $15.93 $17,892 - $19,116	-1,200 Reduced 9.27%	11,750 $184,000
Q2 2021 Jul 20, 2021	BUY	$15.82 - $17.04 $11,865 - $12,780	750 Added 6.15%	12,950 $204,000
Q1 2021 May 19, 2021	BUY	$17.22 - $18.66 $210,084 - $227,652	12,200 New	12,200 $210,000
Q4 2020 Mar 05, 2021	SELL	$18.42 - $21.27 $138,150 - $159,525	-7,500 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$19.64 - $22.72 $147,300 - $170,400	7,500 New	7,500 $156,000

Others Institutions Holding SPDN

# of Institutions

45

Shares Held

6.58M

Call Options Held

600

Put Options Held

600

Kaydan Wealth Management, Inc. Fenton, MI

1.96M
Shares

$21.3 Million
6.47% of portfolio
Leuthold Group, LLC

1.48M
Shares

$16.1 Million
1.88% of portfolio
One Plus One Wealth Management, LLC

1.14M
Shares

$12.4 Million
7.56% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

223K
Shares

$2.43 Million
0.0% of portfolio
Shepherd Kaplan Krochuk, LLC Boston, MA

197K
Shares

$2.14 Million
1.89% of portfolio

About DIREXION SHS ETF TR DAILY S&P

Ticker SPDN
Sector ETFs
Industry ETFs

More about SPDN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.