Jessup Wealth Management, Inc LNC Holdings History
Number of Shares
154,018.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.32%
Total Estimate Gain
$-150,937.64
% of Total Estimate Gain
-2.76%
Jessup Wealth Management, Inc's Lincoln National Corp Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 154,018.00 shares of Lincoln National Corp(LNC), totaling $5.53 Mil. This investment constitutes 2.32% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0.09% of the outstanding Lincoln National Corp(LNC) stock.
The initial trade took place in 2025Q1. And since then Jessup Wealth Management, Inc has made 1 purchases of LNC, at an average price of $35.48, for a total of 154,018.00 shares. Based on historical transaction data and LNC's current price of $34.50, Jessup Wealth Management, Inc's estimated gain on his LNC holdings is $-150,937.64, reflecting a -2.76% gain to date.
Jessup Wealth Management, Inc LNC ($34.50) Holding Chart
Jessup Wealth Management, Inc LNC ($34.50) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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