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SPDR Wells Fargo Prfd Stk ETF shares owned by Jamison Private Wealth Management

Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Jamison Private Wealth Management from 13F filings

Historical chart of Jamison Private Wealth Management investment in SPDR Wells Fargo Prfd Stk ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Wells Fargo Prfd Stk ETF held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $77k 2.3k 33.52
2023-09-30 $101k 3.1k 32.46

More positions owned by Jamison Private Wealth Management

Microsoft Corporation (MSFT)
United Parcel Service CL B (UPS)
Vulcan Materials Company (VMC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Waste Management (WM)
Home Depot (HD)
Blackstone Group Inc Com Cl A (BX)
Caterpillar (CAT)
Applied Materials (AMAT)
Amazon (AMZN)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Bank of America Corporation (BAC)

View all positions for Jamison Private Wealth Management

Top funds holding SPDR Wells Fargo Prfd Stk ETF

State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Financial Counselors
Royal Bank of Canada
Putnam Fl Investment Management
Mariner Wealth Advisors
Park Avenue Securities
Barry Investment Advisors
Bank of America Corporation
Lido Advisors
UBS Group
Atlas Private Wealth Advisors
Hanson McClain Advisors
Charles Schwab Investment Advisory
Branch Banking & Trust Company

View all funds holding SPDR Wells Fargo Prfd Stk ETF