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 |
|---|---|---|---|---|---|---|---|---|---|
| PERIMETER SOLUTIONS SA | COMMON STOCK | 301 | $587,250 | 75,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TRUIST FINL CORP | COM | 302 | $565,190 | 14,548 | 0.00 | 0.00 | 300 | 2.11 | 06-30-2024 |
| AMERICAN WTR WKS CO INC NEW | COM | 303 | $555,388 | 4,300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CENCORA INC | COM | 304 | $554,012 | 2,459 | 0.00 | 0.00 | 25 | 1.03 | 06-30-2024 |
