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 |
|---|---|---|---|---|---|---|---|---|---|
| DOORDASH INC | CL A | 401 | $3,373 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RACKSPACE TECHNOLOGY INC | COM | 402 | $3,267 | 1,096 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 06-30-2024 | |
| FLANIGANS ENTERPRISES INC | COM | 404 | $3,215 | 120 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
