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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE HIGH DV ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 0.77 | 06-30-2024 |
| COLGATE PALMOLIVE CO | COM | 252 | $56,154 | 579 | 0.00 | 0.00 | -7 | -1.19 | 06-30-2024 |
| AMERIPRISE FINL INC | COM | 253 | $55,821 | 131 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GENERAL MTRS CO | COM | 254 | $54,951 | 1,183 | 0.00 | 0.00 | 75 | 6.77 | 06-30-2024 |
