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 |
|---|---|---|---|---|---|---|---|---|---|
| EQ/EQUITY 500 INDEX | 0 | 151 | $288,000,000 | 3,147 | 0.04 | 0.04 | -47 | -1.47 | 12-31-2023 |
| EQ/EQUITY 500 INDEX | 0 | 152 | $264,000,000 | 5,558 | 0.03 | 0.03 | -60 | -1.07 | 12-31-2023 |
| TAAEGONUSGOVSEC | 0 | 153 | $253,000,000 | 27,840 | 0.03 | 0.06 | -23,043 | -45.29 | 12-31-2023 |
| MULTMGR TECHNOLOGY | 0 | 154 | $247,000,000 | 3,488 | 0.03 | 3,488 | +Inf | 12-31-2023 |
