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

Jackson Wealth Management, LLC

  • $729 Million
  • Q4 2025
Number of Shares
4,314,586
Previous 1,830,839 135.66%
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
BUY
N/A
2,483,747 Added 135.66%
4,314,586 $0
Q3 2025

Oct 03, 2025
SELL
N/A
-269,034 Reduced 12.81%
1,830,839 $0
Q2 2025

Jul 21, 2025
SELL
N/A
-341,208 Reduced 13.98%
2,099,873 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-1,569,708 Reduced 39.14%
2,441,081 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-4,309,838 Reduced 51.8%
4,010,789 $0
Q3 2024

Oct 22, 2024
BUY
N/A
6,937,927 Added 501.77%
8,320,627 $0
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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