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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 51 | $3,284,643 | 6,248 | 0.00 | 0.00 | 180 | 2.97 | 03-31-2024 |
| TESLA INC | COM | 52 | $3,194,632 | 18,173 | 0.00 | 0.00 | 510 | 2.89 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $2,893,805 | 21,931 | 0.00 | 0.00 | 624 | 2.93 | 03-31-2024 |
| FEDEX CORP | COM | 54 | $2,707,786 | 9,346 | 0.00 | 0.00 | 198 | 2.16 | 03-31-2024 |
