Jackson Wealth Management, LLC AMERICAN BALANCED FUND-529A Transaction History

Jackson Wealth Management, LLC

  • $572 Million
  • Q1 2025
Number of Shares
8,380
Previous 7,981 5.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
399 Added 5.0%
8,380 $0
Q4 2024

Jan 27, 2025
BUY
N/A
467 Added 6.22%
7,981 $0
Q3 2024

Oct 22, 2024
BUY
N/A
7,514 New
7,514 $0
Q1 2024

Jun 11, 2024
BUY
N/A
118 Added 1.57%
7,655 $0
Q4 2023

Feb 14, 2024
BUY
N/A
452 Added 6.38%
7,537 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-367 Reduced 4.92%
7,085 $0
Q2 2023

Aug 02, 2023
BUY
N/A
126 Added 1.72%
7,452 $0
Q1 2023

May 12, 2023
BUY
N/A
7,326 New
7,326 $0
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