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 |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | COM | 401 | $2,317 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
| AMPHENOL CORP NEW | CL A | 402 | $2,307 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE US AGGBD ET | 403 | $2,253 | 23 | 0.00 | 23 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | 404 | $2,239 | 47 | 0.00 | 47 | +Inf | 03-31-2024 |
