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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 51 | $750,345 | 12,837 | 0.00 | 0.00 | 32 | 0.25 | 12-31-2023 |
| PROSHARES TR | S&P MDCP 400 DIV | 52 | $731,085 | 9,937 | 0.00 | 0.00 | -178 | -1.76 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 53 | $728,659 | 4,874 | 0.00 | 0.00 | 17 | 0.35 | 12-31-2023 |
| AMGEN INC | COM | 54 | $646,835 | 2,246 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
