500 Index shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of 500 Index shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in 500 Index
Tip: Access up to 7 years of quarterly data
All positions including 500 Index held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in 500 Index by Jackson Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $334k | 7.9k | 42.20 |
2023-09-30 | $301k | 7.9k | 38.03 |
2023-03-31 | $289k | 7.9k | 36.49 |