Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN PRIVATE WEALTH LLC | 02-08-2024 | 12-31-2023 | 225 | 185,490,729 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY PWR BUF | 1 | $7,164,753 | 192,394 | 0.00 | 192,394 | +Inf | 12-31-2023 | |
| APPLIED MATLS INC | COM | 2 | $7,086,043 | 43,722 | 0.00 | 43,722 | +Inf | 12-31-2023 | |
| AMAZON COM INC | COM | 3 | $7,075,244 | 46,566 | 0.00 | 46,566 | +Inf | 12-31-2023 | |
| ADOBE INC | COM | 4 | $6,646,500 | 11,141 | 0.00 | 11,141 | +Inf | 12-31-2023 |
