Jamison Private Wealth Management, Inc. Invesco Ex Traded Self Indx Fd Transaction History
Jamison Private Wealth Management, Inc.
- $656 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding IUS
# of Institutions
98Shares Held
8.04MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.3MShares$67.3 Million0.03% of portfolio
-
Aveo Capital Partners, LLC608KShares$31.6 Million5.68% of portfolio
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Intelligence Driven Advisers, LLC554KShares$28.8 Million4.37% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ477KShares$24.8 Million0.06% of portfolio
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Rfg Bristol Wealth Advisors, LLC Taunton, MA465KShares$24.2 Million7.7% of portfolio