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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 151 | $19,096 | 225 | 0.00 | 225 | +Inf | 12-31-2023 | |
| XPO INC | COM | 152 | $18,394 | 210 | 0.00 | 210 | +Inf | 12-31-2023 | |
| INTUITIVE SURGICAL INC | COM NEW | 153 | $18,217 | 54 | 0.00 | 54 | +Inf | 12-31-2023 | |
| AMERICAN TOWER CORP NEW | COM | 154 | $17,918 | 83 | 0.00 | 83 | +Inf | 12-31-2023 |
