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

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025
Number of Shares
23,278,298
Previous 22,737,391 2.38%
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
Q3 2025

Oct 03, 2025
BUY
N/A
540,907 Added 2.38%
23,278,298 $0
Q2 2025

Jul 21, 2025
BUY
N/A
3,735,321 Added 19.66%
22,737,391 $0
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
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