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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | COM | 451 | $745 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| METLIFE INC | COM | 452 | $742 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
| ISHARES TR | 10-20 YR TRS ETF | 453 | $736 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
| TE CONNECTIVITY LTD | SHS | 454 | $727 | 5 | 0.00 | 5 | +Inf | 03-31-2024 |
