Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JACKSON GRANT INVESTMENT ADVISERS INC | 01-31-2024 | 12-31-2023 | 394 | 225,686,953 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $29,151,233 | 61,331 | 0.01 | 0.01 | 1,319 | 2.20 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2 | $20,736,536 | 131,410 | 0.01 | 0.01 | 3,159 | 2.46 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 3 | $20,023,875 | 160,229 | 0.01 | 0.01 | -1,783 | -1.10 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $17,099,554 | 100,349 | 0.01 | 0.01 | -653 | -0.65 | 12-31-2023 |
