Jackson Wealth Management, LLC FEZ Holdings History
Jackson Wealth Management, LLC's SPDR EURO Stoxx 50 ETF Holding Summary
As of 2025-06-30, Jackson Wealth Management, LLC held 88,188.00 shares of SPDR EURO Stoxx 50 ETF(FEZ), totaling $5.27 Mil. This investment constitutes 0.78% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0.11% of the outstanding SPDR EURO Stoxx 50 ETF(FEZ) stock.
The initial trade took place in 2025Q1. And since then Jackson Wealth Management, LLC has made 1 purchases of FEZ, at an average price of $53.46, for a total of 91,533.00 shares. In addition, there have been 1 sales at an average price of $57.09 for 3,345.00 shares. Based on historical transaction data and FEZ's current price of $59.44, Jackson Wealth Management, LLC's estimated gain on his FEZ holdings is $539,506.59, reflecting a 11.03% gain to date.
Jackson Wealth Management, LLC FEZ ($59.44) Holding Chart
Jackson Wealth Management, LLC FEZ ($59.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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