Number of Shares
432.00
Current Holdings Value*
$357,000.00
% of Portfolio
0.06%
Total Estimate Gain
$3.67 Mil
% of Total Estimate Gain
45.22%

Jackson Wealth Management, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Jackson Wealth Management, LLC held 432.00 shares of Eli Lilly and Co(LLY), totaling $357,000.00. This investment constitutes 0.06% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2021Q4. And since then Jackson Wealth Management, LLC has made 6 purchases of LLY, at an average price of $372.80, for a total of 21,797.00 shares. In addition, there have been 8 sales at an average price of $536.72 for 21,365.00 shares. Based on historical transaction data and LLY's current price of $771.71, Jackson Wealth Management, LLC's estimated gain on his LLY holdings is $3.67 Mil, reflecting a 45.22% gain to date.

Jackson Wealth Management, LLC LLY ($771.71) Holding Chart

Jackson Wealth Management, LLC LLY ($771.71) 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 %

Top Ranked Articles

  • 1