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 |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC | COM | 501 | $236,962 | 35,849 | 0.00 | 0.00 | 25,000 | 230.44 | 06-30-2024 |
| MAIN STR CAP CORP | COM | 502 | $236,950 | 4,693 | 0.00 | 0.00 | -546 | -10.42 | 06-30-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 503 | $236,208 | 888 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 504 | $234,448 | 4,830 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
