Jessup Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History
Jessup Wealth Management, Inc
- $218 Billion
- Q3 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 3,752 shares of SGOV stock, worth $376,288. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,752
Previous 3,645
2.94%
Holding current value
$376,288
Previous $367 Million
2.93%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$501 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio