Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Jessup Wealth Management Inc
City:
DAYTON
State:
OH
Zip:
45419
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$233,513,000
Total Value Change :
$33,355,000
Securities Held Change :
7
All Securities Held :
59
New Positions
:
16
Closed Positions
:
9
Increased Positions
:
18
Unchanged Positions
:
2
Decreased Positions
:
23
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
Menu
Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
CINF
Cincinnati Financial Corp
35
-
$117.44
$1,479,000
11,910
0.63%
247,000
0
0.007
Property & Casualty I...
FSCO
Fs Global Credit Opportunit...
59
-
$6.20
$112,000
18,844
0.05%
5,000
0
0.021
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us