Jeppson Wealth Management, LLC Amplify ETF Tr Blackswan Growt Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SWAN
# of Institutions
44Shares Held
4.23MCall Options Held
2.1KPut Options Held
0-
Cerity Partners LLC New York, NY2.28MShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ481KShares$00.0% of portfolio
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Sollinda Capital Management LLC Hickory, NC265KShares$02.28% of portfolio
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New Edge Advisors, LLC New Orleans, LA221KShares$00.0% of portfolio
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Life Plan Financial, LLC Mankato, MN140KShares$03.66% of portfolio