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
95Shares Held
6.75MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.03MShares$49.1 Million0.02% of portfolio
-
Aveo Capital Partners, LLC532KShares$25.3 Million3.09% of portfolio
-
Envestnet Asset Management Inc393KShares$18.6 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC388KShares$18.4 Million3.72% of portfolio
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Northwestern Mutual Wealth Management CO281KShares$13.3 Million0.01% of portfolio