Jeppson Wealth Management, LLC Spdr S&P Insurance ETF Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding KIE
# of Institutions
161Shares Held
12.3MCall Options Held
54KPut Options Held
801K-
Jpmorgan Chase & CO New York, NY2.74MShares$156 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.12MShares$121 Million0.02% of portfolio
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Morgan Stanley New York, NY830KShares$47.4 Million0.0% of portfolio
-
Citigroup Inc662KShares$37.8 Million0.02% of portfolio
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Factory Mutual Insurance CO Waltham, MA615KShares$35.1 Million0.37% of portfolio