Jessup Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History
Jessup Wealth Management, Inc
- $235 Billion
- Q4 2024
A detailed history of Jessup Wealth Management, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 4,215 shares of SGOV stock, worth $423,270. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,215
Previous 3,752
12.34%
Holding current value
$423,270
Previous $378 Million
11.9%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
794Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$425 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio