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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
33,978
from 43,259
Change
-9,281
(-21%)
Value
$1.7M
(-$392.0K)
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
33,978
43,259
-9,281
-21%
$2.1M
$1.7M
-$392.0K
2024-07-01
Showing 1 of 1 institutions