Jamison Private Wealth Management, Inc. Invesco Ex Traded Self Indx Fd Transaction History
Jamison Private Wealth Management, Inc.
- $677 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding IUS
# of Institutions
86Shares Held
6.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.03MShares$53.5 Million0.02% of portfolio
-
Aveo Capital Partners, LLC532KShares$27.5 Million3.09% of portfolio
-
Envestnet Asset Management Inc393KShares$20.3 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC347KShares$17.9 Million3.24% of portfolio
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Merit Financial Group, LLC286KShares$14.8 Million0.26% of portfolio