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Company Main View
Name:
JACKSON THORNTON ASSET MANAGEMENT LLC
City:
MONTGOMERY
State:
AL
Zip:
36104
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$589,738,000
Total Value Change :
$45,803,000
Securities Held Change :
0
All Securities Held :
52
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
25
Unchanged Positions
:
9
Decreased Positions
:
15
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
PG
Procter & Gamble Co
56
Closed
$167.64
$0
0
0%
-255,000
-1,738
0
Cleaning Products
SCHO
Schwab Short-Term U.S. Tre...
55
Closed
$48.01
$0
0
0%
-491,000
-10,128
0
N/A
IVV
iShares Core S&P 500 Etf
54
Closed
$532.13
$0
0
0%
-343,000
-719
0
Closed - End Fund - E...
SPY
Standard & Poors Depository...
53
Closed
$529.45
$0
0
0%
-384,000
-807
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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