Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 1270 | 2,447,379,541 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | INF TECH ETF | 101 | $8,228,839 | 17,002 | 0.00 | 0.00 | 446 | 2.69 | 12-31-2023 |
| MERCK & CO INC | COM | 102 | $8,038,474 | 73,231 | 0.00 | 0.00 | 4,895 | 7.16 | 12-31-2023 |
| ALPS ETF TR | ALERIAN MLP | 103 | $8,023,227 | 188,693 | 0.00 | 0.00 | 858 | 0.46 | 12-31-2023 |
| COTERRA ENERGY INC | COM | 104 | $8,022,578 | 314,364 | 0.00 | 0.00 | -6,432 | -2.01 | 12-31-2023 |
