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 |
|---|---|---|---|---|---|---|---|---|---|
| REGENCY CTRS CORP | COM | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 06-30-2024 | |
| CARRIER GLOBAL CORPORATION | COM | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 06-30-2024 | |
| UNITED AIRLS HLDGS INC | COM | 503 | $244 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 504 | $166 | 6 | 0.00 | 6 | +Inf | 06-30-2024 |
