Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JAMISON PRIVATE WEALTH MANAGEMENT INC | 07-11-2024 | 06-30-2024 | 470 | 601,796,138 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 101 | $949,686 | 20,849 | 0.00 | 0.00 | -1,025 | -4.69 | 06-30-2024 |
| GENERAL MLS INC | COM | 102 | $936,528 | 14,804 | 0.00 | 0.00 | -579 | -3.76 | 06-30-2024 |
| STRYKER CORPORATION | COM | 103 | $904,782 | 2,659 | 0.00 | 0.00 | 3 | 0.11 | 06-30-2024 |
| PAYPAL HLDGS INC | COM | 104 | $874,164 | 15,064 | 0.00 | 0.00 | 975 | 6.92 | 06-30-2024 |
