Jamison Private Wealth Management, Inc. Options Holdings

Jamison Private Wealth Management, Inc.

  • $592 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 521
  • Current Value $592 Billion
  • Prior Value $534 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 139 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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