Jackson Wealth Management, LLC SCHWAB CHARLES FAMIL TREAS OBL Transaction History

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025
Number of Shares
1,266,879
Previous 1,253,751 1.05%
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
Q2 2025

Jul 21, 2025
BUY
N/A
13,128 Added 1.05%
1,266,879 $0
Q1 2025

Apr 29, 2025
BUY
N/A
4,355 Added 0.35%
1,253,751 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-18,439 Reduced 1.45%
1,249,396 $0
Q3 2024

Oct 22, 2024
BUY
N/A
188,143 Added 17.43%
1,267,835 $0
Q2 2024

Jul 01, 2024
BUY
N/A
1,079,692 New
1,079,692 $0
Q4 2023

Feb 14, 2024
BUY
N/A
93,747 Added 22.25%
515,111 $0
Q3 2023

Nov 14, 2023
BUY
N/A
421,364 New
421,364 $0
Q1 2023

May 12, 2023
BUY
N/A
1,397,377 New
1,397,377 $0
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