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 |
|---|---|---|---|---|---|---|---|---|---|
| SUBURBAN PROPANE PARTNERS L | UNIT LTD PARTN | 251 | $862,868 | 45,438 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CONSOLIDATED EDISON INC | COM | 252 | $854,140 | 9,552 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DEERE & CO | COM | 253 | $831,700 | 2,226 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MARATHON PETE CORP | COM | 254 | $826,632 | 4,765 | 0.00 | 0.00 | -300 | -5.92 | 06-30-2024 |
