Jeppson Wealth Management, LLC Purchases in Q3 2024

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
2
+ 0.02%
$16.19 - $23.88 $32.4 - $47.8
13.1K $252K
DIS
Walt Disney CO

Communication Services
358
+ 0.74%
$85.6 - $98.61 $30.6K - $35.3K
48.7K $4.68M
SCHW
Schwab Charles Corp

Financial Services
679
+ 3.51%
$61.74 - $76.08 $41.9K - $51.7K
20K $1.3M
NVDA
Nvidia Corp

Technology
371
+ 0.43%
$98.91 - $134.91 $36.7K - $50.1K
86.8K $10.5M
OXY
Occidental Petroleum Corp

Energy
1.47K
+ 3.28%
$49.91 - $63.73 $73.3K - $93.6K
46.2K $2.38M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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