Number of Shares
154,018.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.32%
Total Estimate Gain
$-33,883.96
% of Total Estimate Gain
-0.62%

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 $35.26, Jessup Wealth Management, Inc's estimated gain on his LNC holdings is $-33,883.96, reflecting a -0.62% gain to date.

Jessup Wealth Management, Inc LNC ($35.26) Holding Chart

Jessup Wealth Management, Inc LNC ($35.26) 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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