Jeppson Wealth Management, LLC Svb Financial Group Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SIVB
# of Institutions
39Shares Held
138KCall Options Held
0Put Options Held
0-
Eaton Vance Management Boston, MA49.9KShares$23,9640.02% of portfolio
-
Gofen & Glossberg LLC38KShares$18,2600.23% of portfolio
-
Brinker Capital Investments, LLC7.88KShares$3,7830.04% of portfolio
-
Beaumont Financial Partners, LLC6.54KShares$3,1390.21% of portfolio
-
Enterprise Trust & Investment CO5.68KShares$2,7260.94% of portfolio
About SVB FINANCIAL GROUP
- Ticker SIVB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 59,104,100
- Market Cap $28.4M
- Description
- SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...