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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SNOWFLAKE INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SEMPRA | COM | 553 | $214,185 | 2,816 | 0.00 | 0.00 | -176 | -5.88 | 06-30-2024 |
| COLOMBIER ACQUISITION CORP I | COM SHS CL A | Liquidated | $0 | 0 | 0.00 | 20,580 | +Inf | 06-30-2024 |
