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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC 27 | 51 | $794,176 | 31,248 | 0.00 | 31,248 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS DEC 28 | 52 | $762,629 | 29,802 | 0.00 | 29,802 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P 500 GRWT ETF | 53 | $680,592 | 9,062 | 0.00 | 9,062 | +Inf | 12-31-2023 | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 54 | $559,446 | 14,308 | 0.00 | 14,308 | +Inf | 12-31-2023 |
