Jackson Wealth Management, LLC SCHWAB CHARLES FAMIL TRSY OBL V Transaction History

Jackson Wealth Management, LLC

  • $729 Million
  • Q4 2025
Number of Shares
1,150,304
Previous 1,169,944 1.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
N/A
-19,640 Reduced 1.68%
1,150,304 $0
Q3 2025

Oct 03, 2025
SELL
N/A
-123,583 Reduced 9.55%
1,169,944 $0
Q2 2025

Jul 21, 2025
SELL
N/A
-22,175 Reduced 1.69%
1,293,527 $0
Q1 2025

Apr 29, 2025
BUY
N/A
149,471 Added 12.82%
1,315,702 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-399,327 Reduced 25.51%
1,166,231 $0
Q3 2024

Oct 22, 2024
BUY
N/A
1,111,868 Added 245.07%
1,565,558 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-1,882,670 Reduced 80.58%
453,690 $0
Q1 2024

Jun 11, 2024
BUY
N/A
233,646 Added 11.11%
2,336,360 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-187,518 Reduced 8.19%
2,102,714 $0
Q3 2023

Nov 14, 2023
BUY
N/A
2,290,232 New
2,290,232 $0
Q1 2023

May 12, 2023
BUY
N/A
1,762,247 New
1,762,247 $0
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