Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 728 | 6,353,152,285 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 101 | $4,870,589 | 18,207 | 0.00 | 0.00 | -335 | -1.81 | 06-30-2024 |
| CHURCH & DWIGHT CO INC | COM | 102 | $4,853,053 | 46,808 | 0.00 | 0.00 | -2,440 | -4.95 | 06-30-2024 |
| MPLX LP | COM UNIT REP LTD | 103 | $4,803,343 | 112,781 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 104 | $4,649,736 | 43,594 | 0.00 | 0.00 | 3,464 | 8.63 | 06-30-2024 |
