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

Jackson Wealth Management, LLC

  • $340 Million
  • Q2 2024
Number of Shares
1,382,700
Previous 6,422,110 78.47%
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
-5,039,410 Reduced 78.47%
1,382,700 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-30,835,526 Reduced 82.76%
6,422,110 $0
Q4 2023

Feb 14, 2024
BUY
N/A
30,671,652 Added 465.71%
37,257,636 $0
Q3 2023

Nov 14, 2023
BUY
N/A
2,692,105 Added 69.14%
6,585,984 $0
Q2 2023

Aug 02, 2023
BUY
N/A
3,893,879 New
3,893,879 $0
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