Jackson Wealth Management, LLC SCHWAB VALUE ADVANTAGE MONEY INV Transaction History

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025
Number of Shares
60,409,348
Previous 58,576,367 3.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
1,832,981 Added 3.13%
60,409,348 $0
Q1 2025

Apr 29, 2025
BUY
N/A
23,841,818 Added 68.64%
58,576,367 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-20,076,944 Reduced 36.63%
34,734,549 $0
Q3 2024

Oct 22, 2024
BUY
N/A
34,169,545 Added 165.53%
54,811,493 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-18,942,759 Reduced 47.85%
20,641,948 $0
Q1 2024

Jun 11, 2024
BUY
N/A
10,818,920 Added 37.61%
39,584,707 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-9,429,961 Reduced 24.69%
28,765,787 $0
Q3 2023

Nov 14, 2023
BUY
N/A
9,494,374 Added 33.08%
38,195,748 $0
Q2 2023

Aug 02, 2023
BUY
N/A
28,701,374 New
28,701,374 $0
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