Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERNEST FINANCIAL ADVISORS LLC | 08-07-2024 | 06-30-2024 | 128 | 223,182,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 51 | $1,026,820 | 5,625 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GOLDMAN SACHS GROUP INC | COM | 52 | $1,005,661 | 2,223 | 0.00 | 0.00 | 426 | 23.71 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 53 | $992,878 | 8,625 | 0.00 | 0.00 | 130 | 1.53 | 06-30-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 54 | $947,961 | 9,067 | 0.00 | 0.00 | -368 | -3.90 | 06-30-2024 |
