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
Download as csv Download as ExcelQuarterly 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 |
---|---|---|---|
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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