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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATIVE INDL PPTYS INC | COM | 351 | $7,363 | 71 | 0.00 | 0.00 | 1 | 1.43 | 03-31-2024 |
| NUCOR CORP | COM | 352 | $7,268 | 37 | 0.00 | 0.00 | 5 | 15.62 | 03-31-2024 |
| SERVICE PPTYS TR | COM SH BEN INT | 353 | $6,326 | 933 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXCHANGE LISTED FDS TR | ARMOR US EQT IDX | Liquidated | $0 | 0 | 0.00 | 303 | +Inf | 03-31-2024 |
