Jackson Wealth Management, LLC SCHWAB S&P 500 INDEX FUND SELECT CLASS Transaction History

Jackson Wealth Management, LLC

  • $729 Million
  • Q4 2025
Number of Shares
30,652
Previous 30,315 1.11%
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
Q4 2025

Jan 20, 2026
BUY
N/A
337 Added 1.11%
30,652 $0
Q3 2025

Oct 03, 2025
BUY
N/A
25,337 Added 508.98%
30,315 $0
Q1 2025

Apr 29, 2025
BUY
N/A
4,978 New
4,978 $0
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