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 $6.16 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

99,557

Previous 78,721 26.47%

Holding current value

$6.16 Million

Previous $4.49 Million 33.21%

% of portfolio

0.94%

Previous 0.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

44.3M

Call Options Held

Put Options Held

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About PRINCIPAL ETF U S MEGA-CAP

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