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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTONATION INC | COM | 351 | $417,257 | 2,618 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 352 | $417,120 | 1,600 | 0.00 | 1,600 | +Inf | 06-30-2024 | |
| CME GROUP INC | COM | 353 | $411,287 | 2,092 | 0.00 | 0.00 | -24 | -1.13 | 06-30-2024 |
| DOW INC | COM | 354 | $410,979 | 7,747 | 0.00 | 0.00 | -59 | -0.76 | 06-30-2024 |
