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

42

Shares Held

7.47M

Call Options Held

2.9K

Put Options Held

16.3K

Kaydan Wealth Management, Inc. Fenton, MI

1.96M
Shares

$21.6 Million
6.47% of portfolio
Leuthold Group, LLC

1.48M
Shares

$16.3 Million
1.88% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

1.29M
Shares

$14.3 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

1.14M
Shares

$12.5 Million
7.56% of portfolio
Belpointe Asset Management LLC

178K
Shares

$1.96 Million
0.13% of portfolio

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