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 |
|---|---|---|---|---|---|---|---|---|---|
| VENTAS INC | COM | 301 | $21,459 | 493 | 0.00 | 0.00 | -2,595 | -84.03 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 302 | $21,438 | 108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TWILIO INC | CL A | 303 | $20,425 | 334 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOEING CO | COM | 304 | $19,685 | 102 | 0.00 | 0.00 | -6,136 | -98.36 | 03-31-2024 |
