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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | COM | 251 | $29,356 | 385 | 0.00 | 0.00 | -163 | -29.74 | 12-31-2023 |
| BCE INC | COM NEW | 252 | $29,141 | 740 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUTRIEN LTD | COM | 253 | $28,311 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REGENERON PHARMACEUTICALS | COM | 254 | $27,227 | 31 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
