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 |
|---|---|---|---|---|---|---|---|---|---|
| SHAKE SHACK INC | CL A | 251 | $58,986 | 567 | 0.00 | 0.00 | 37 | 6.98 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 252 | $57,829 | 525 | 0.00 | 0.00 | 4 | 0.77 | 03-31-2024 |
| ASSURANT INC | COM | 253 | $57,790 | 307 | 0.00 | 0.00 | -98 | -24.20 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 254 | $57,291 | 131 | 0.00 | 0.00 | 75 | 133.93 | 03-31-2024 |
