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 |
|---|---|---|---|---|---|---|---|---|---|
| REGENERON PHARMACEUTICALS | COM | 201 | $129,937 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK ENHANCED EQUITY DI | COM | 202 | $129,003 | 15,637 | 0.00 | 0.00 | 323 | 2.11 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 203 | $126,923 | 538 | 0.00 | 0.00 | 1 | 0.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 204 | $126,911 | 1,574 | 0.00 | 0.00 | -110 | -6.53 | 03-31-2024 |
