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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 51 | $17,367,648 | 80,776 | 0.00 | 0.00 | -1,259 | -1.53 | 06-30-2024 |
| ISHARES TR | MSCI EAFE ETF | 52 | $15,942,779 | 203,534 | 0.00 | 0.00 | -5,334 | -2.55 | 06-30-2024 |
| ISHARES TR | RUS 1000 ETF | 53 | $15,768,727 | 52,997 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ABBVIE INC | COM | 54 | $15,409,014 | 89,838 | 0.00 | 0.00 | -372 | -0.41 | 06-30-2024 |
