Jackson Wealth Management, LLC Principal ETF U S Mega Cap Transaction History

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 99,557 shares of USMC stock, worth $5.63 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
99,557
Previous 78,721 26.47%
Holding current value
$5.63 Million
Previous $4.49 Million 33.21%
% of portfolio
0.94%
Previous 0.76%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$56.37 - $61.98 $1.17 Million - $1.29 Million
20,836 Added 26.47%
99,557 $5.98 Million
Q3 2024

Oct 22, 2024
BUY
$51.14 - $56.99 $1.57 Million - $1.75 Million
30,714 Added 63.98%
78,721 $4.49 Million
Q2 2024

Jul 01, 2024
SELL
$48.61 - $54.3 $1.55 Million - $1.73 Million
-31,930 Reduced 39.94%
48,007 $2.6 Million
Q1 2024

Jun 11, 2024
SELL
$46.19 - $51.56 $20,415 - $22,789
-442 Reduced 0.55%
79,937 $4.11 Million
Q4 2023

Feb 14, 2024
SELL
$40.88 - $47.02 $78,734 - $90,560
-1,926 Reduced 2.34%
80,379 $3.76 Million
Q3 2023

Nov 14, 2023
BUY
$42.73 - $45.14 $1.48 Million - $1.56 Million
34,648 Added 72.7%
82,305 $3.53 Million
Q2 2023

Aug 02, 2023
SELL
$39.37 - $43.66 $110,432 - $122,466
-2,805 Reduced 5.56%
47,657 $2.08 Million
Q1 2023

May 12, 2023
BUY
$35.74 - $39.8 $1.8 Million - $2.01 Million
50,462 New
50,462 $2.01 Million

Others Institutions Holding USMC

# of Institutions
66
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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