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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 151 | $2,400,010 | 5,306 | 0.00 | 0.00 | -50 | -0.93 | 06-30-2024 |
| T-MOBILE US INC | COM | 152 | $2,386,006 | 13,543 | 0.00 | 0.00 | -1,404 | -9.39 | 06-30-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 153 | $2,365,072 | 27,610 | 0.00 | 0.00 | -2,657 | -8.78 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 154 | $2,355,149 | 12,912 | 0.00 | 0.00 | -1,873 | -12.67 | 06-30-2024 |
