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 |
|---|---|---|---|---|---|---|---|---|---|
| UBS GROUP AG SHS | UBS | 51 | $4,380,000,000 | 141,754 | 0.58 | 0.49 | 1,367 | 0.97 | 12-31-2023 |
| UNITED RENTALS INC COM | URI | 52 | $4,322,000,000 | 7,537 | 0.57 | 7,537 | +Inf | 12-31-2023 | |
| TEXAS INSTRS INC COM | TXN | 53 | $4,240,000,000 | 24,873 | 0.56 | 0.81 | -10,631 | -29.94 | 12-31-2023 |
| PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF | USMC | 54 | $3,759,000,000 | 80,379 | 0.49 | 0.50 | -1,926 | -2.34 | 12-31-2023 |
