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
92Shares Held
6.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.03MShares$50.4 Million0.02% of portfolio
-
Aveo Capital Partners, LLC532KShares$25.9 Million3.09% of portfolio
-
Envestnet Asset Management Inc393KShares$19.1 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC347KShares$16.9 Million3.24% of portfolio
-
Merit Financial Group, LLC286KShares$13.9 Million0.26% of portfolio