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Avip S&P 500(R) Index (Geode)
Q1 2024 vs Q2 2024
Comparing institutional holders between quarters
Quarters
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q1 2023
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
Sort by
Q2 2024 shares — high to low
Q2 2024 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2024 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Jackson Wealth Management, LLC
DECREASED
Shares
69,314
from 74,543
Change
-5,229
(-7%)
Value
$3.4M
(-$125.0K)
Filed 2024-07-01
Institution
Status
Q2 2024 ↓
Q1 2024
Change
% Change
Q1 2024 Value
Q2 2024 Value
Value Change
Filed
Jackson Wealth Management, LLC
DECREASED
69,314
74,543
-5,229
-7%
$3.6M
$3.4M
-$125.0K
2024-07-01
Showing 1 of 1 institutions