Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JACKSON WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 147 | 759,598,000,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL COM | EIX | 101 | $1,063,000,000 | 14,873 | 0.14 | 0.16 | -2,500 | -14.39 | 12-31-2023 |
| ON SEMICONDUCTOR CORP COM | ON | Liquidated | $0 | 0 | 0.15 | 0.15 | -61 | -0.55 | 12-31-2023 |
| TAWMCUSGROWTH | 0 | 103 | $1,008,000,000 | 284,455 | 0.13 | 0.13 | -1,259 | -0.44 | 12-31-2023 |
| FORTINET INC COM | FTNT | Liquidated | $0 | 0 | 0.14 | 0.19 | -362 | -2.15 | 12-31-2023 |
