Jeppson Wealth Management, LLC Software—Application

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$2.04 Million 0.73% of portfolio
25,492
Q3 2024 Reduced 0.02%
$138B
$1.22 Million 0.44% of portfolio
16,279
Q3 2024 Reduced 0.23%
$336B
$522,000 0.19% of portfolio
1,908
Q3 2024 Added 0.05%
$41.9B
$257,000 0.09% of portfolio
1,444
Q2 2024 Reduced 0.69%
$191B
$256,000 0.09% of portfolio
413
Q1 2024 Reduced 1.2%
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