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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTROCK CO | COM | 401 | $342,773 | 6,820 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RAYMOND JAMES FINL INC | COM | 402 | $337,208 | 2,728 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 403 | $332,750 | 6,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 404 | $330,153 | 1,956 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
