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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | DATA AND INFRAST | 401 | $6,129 | 206 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GRAINGER W W INC | COM | 402 | $5,801 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SALESFORCE INC | COM | 403 | $5,789 | 22 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NOVARTIS AG | SPONSORED ADR | 404 | $5,654 | 56 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
