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 |
|---|---|---|---|---|---|---|---|---|---|
| VENTAS INC | COM | 301 | $25,366 | 495 | 0.00 | 0.00 | 2 | 0.41 | 06-30-2024 |
| BLACKROCK ENHANCED GLOBAL DI | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 43 | 1.86 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 303 | $24,074 | 252 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JUNIPER NETWORKS INC | COM | 304 | $23,663 | 649 | 0.00 | 0.00 | -5 | -0.76 | 06-30-2024 |
