Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JAMISON PRIVATE WEALTH MANAGEMENT INC | 04-26-2024 | 03-31-2024 | 521 | 591,508,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORTIVE CORP | COM | 151 | $322,834 | 3,753 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RAYONIER INC | COM | 152 | $322,783 | 9,711 | 0.00 | 0.00 | -726 | -6.96 | 03-31-2024 |
| INTERNATIONAL PAPER CO | COM | 153 | $316,954 | 8,123 | 0.00 | 0.00 | -2,120 | -20.70 | 03-31-2024 |
| PUBLIC STORAGE | COM | 154 | $299,090 | 1,031 | 0.00 | 0.00 | -78 | -7.03 | 03-31-2024 |
