Empfehlung
11,3
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
50.3
7 neu, 10 erhöht, 8,5M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Jackson Wealth Management, LLC |
|---|---|
| Ticker | |
| CIK | 0001536799 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:35:05.726965 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 131,075,307 | 122,479,675 | 8,595,632 | 188,443,000 | Aufgestockt | +7,0% | |
| Westside Investment Management, Inc. | 7,990,221 | 7,989,838 | 383 | 8,024,565 | Aufgestockt | 0,0% | |
| Kohmann Bosshard Financial Services, LLC | 1,793,916 | 821,755 | 972,161 | 1,793,916 | Aufgestockt | +118,3% | |
| Coastwise Capital Group, LLC | 790,000 | 0 | 790,000 | 785,177 | Neu | +100,0% | |
| Main Street Group, LTD | 200,000 | 125,000 | 75,000 | 198,612 | Aufgestockt | +60,0% | |
| Arvest Bank Trust Division | 60,417 | 0 | 60,417 | 150,439 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 50,000 | 1,290,000 | -1,240,000 | 49,695 | Reduziert | -96,1% | |
| Motiv8 Investments LLC | 130,247 | 0 | 130,247 | 323 | Neu | +100,0% | |
| Main Management LLC | 35,222 | 108,233 | -73,011 | 35 | Reduziert | -67,5% | |
| Coston, McIsaac & Partners | 191 | 166 | 25 | 33 | Aufgestockt | +15,1% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Jackson Wealth Management, LLC | 131,075,307 | 188,443,000 | 94.58 |
| Westside Investment Management, Inc. | 7,990,221 | 8,024,565 | 4.03 |
| Kohmann Bosshard Financial Services, LLC | 1,793,916 | 1,793,916 | 0.90 |
| Coastwise Capital Group, LLC | 790,000 | 785,177 | 0.39 |
| Arvest Bank Trust Division | 60,417 | 150,439 | 0.08 |
| Game Plan Financial Advisors, LLC | 50,000 | 49,695 | 0.02 |
| Motiv8 Investments LLC | 130,247 | 323 | 0.00 |
| Main Management LLC | 35,222 | 35 | 0.00 |
| Coston, McIsaac & Partners | 191 | 33 | 0.00 |