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

Jackson Wealth Management, LLC

  • $340 Million
  • Q2 2024
Number of Shares
20,641,948
Previous 39,584,707 47.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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