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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 201 | $1,515,781 | 7,105 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE HIGH DV ETF | 202 | $1,496,908 | 13,771 | 0.00 | 0.00 | -490 | -3.44 | 06-30-2024 |
| PARKER-HANNIFIN CORP | COM | 203 | $1,486,576 | 2,939 | 0.00 | 0.00 | -20 | -0.68 | 06-30-2024 |
| DBX ETF TR | XTRACK MSCI EAFE | 204 | $1,476,259 | 35,624 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
