Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JACKSON GRANT INVESTMENT ADVISERS INC | 01-31-2024 | 12-31-2023 | 394 | 225,686,953 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CUBESMART | COM | 301 | $18,540 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 302 | $18,139 | 238 | 0.00 | 0.00 | 2 | 0.85 | 12-31-2023 |
AIR PRODS & CHEMS INC | COM | 303 | $18,071 | 66 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CITIGROUP INC | COM NEW | 304 | $17,695 | 344 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |