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 |
|---|---|---|---|---|---|---|---|---|---|
| SHOPIFY INC | CL A | 451 | $273,447 | 4,140 | 0.00 | 0.00 | -2,250 | -35.21 | 06-30-2024 |
| METLIFE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -102 | -2.77 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 453 | $264,353 | 3,225 | 0.00 | 3,225 | +Inf | 06-30-2024 | |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 454 | $263,382 | 6,922 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
