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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED BANKSHARES INC WEST V | COM | 151 | $303,250 | 9,348 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BANK MONTREAL QUE | COM | 152 | $298,339 | 3,558 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PUBLIC STORAGE | COM | 153 | $297,725 | 1,035 | 0.00 | 0.00 | 4 | 0.39 | 06-30-2024 |
| PRUDENTIAL FINL INC | COM | 154 | $297,487 | 2,538 | 0.00 | 0.00 | -5 | -0.20 | 06-30-2024 |
