Jackson Wealth Management, LLC SCHWAB CHARLES FAMIL MUNI MONEY Transaction History

Jackson Wealth Management, LLC

  • $572 Million
  • Q1 2025
Number of Shares
19,002,070
Previous 22,771,517 16.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-3,769,447 Reduced 16.55%
19,002,070 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-12,519,124 Reduced 35.47%
22,771,517 $0
Q3 2024

Oct 22, 2024
BUY
N/A
35,290,641 New
35,290,641 $0
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email