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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CRE U S REIT ETF | 101 | $215,469 | 3,969 | 0.00 | 0.00 | 7 | 0.18 | 12-31-2023 |
| MONDELEZ INTL INC | CL A | 102 | $205,434 | 2,836 | 0.00 | 0.00 | 8 | 0.28 | 12-31-2023 |
| META PLATFORMS INC | CL A | 103 | $204,235 | 577 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PPG INDS INC | COM | 104 | $197,536 | 1,321 | 0.00 | 0.00 | 6 | 0.46 | 12-31-2023 |
