Jackson Wealth Management, LLC AMERFUNDAAFUND Transaction History

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025
Number of Shares
70,701
Previous 72,943 3.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 21, 2025
SELL
N/A
-2,242 Reduced 3.07%
70,701 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-1,317 Reduced 1.77%
72,943 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-1,324 Reduced 1.75%
74,260 $0
Q3 2024

Oct 22, 2024
BUY
N/A
75,584 New
75,584 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-1,497 Reduced 1.85%
79,419 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-1,608 Reduced 1.95%
80,916 $0
Q3 2023

Nov 14, 2023
BUY
N/A
82,524 New
82,524 $0
Q1 2023

May 12, 2023
BUY
N/A
86,990 New
86,990 $0
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