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American Va 529 American Balanced Fund Cl A M/f shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of American Va 529 American Balanced Fund Cl A M/f (CLBAX) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in American Va 529 American Balanced Fund Cl A M/f

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All positions including American Va 529 American Balanced Fund Cl A M/f held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Va 529 American Balanced Fund Cl A M/f by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 8.2k 38.52
2025-06-30 $314k 8.6k 36.62
2025-03-31 $286k 8.4k 34.13
2024-12-31 $273k 8.0k 34.21
2024-09-30 $272k 7.5k 36.20
2024-03-31 $259k 7.7k 33.83
2023-12-31 $241k 7.5k 31.98
2023-09-30 $209k 7.1k 29.50
2023-06-30 $227k 7.5k 30.46
2023-03-31 $215k 7.3k 29.40

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Mastercard Incorporated Cl A Ma (MA)
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Top funds holding American Va 529 American Balanced Fund Cl A M/f

Jackson Wealth Management

View all funds holding American Va 529 American Balanced Fund Cl A M/f