Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERCORE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 743 | 5,964,089,979 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SELECT SECTOR SPDR TR | SBI CONS DISCR | 151 | $2,514,068 | 14,060 | 0.00 | 0.00 | 2,550 | 22.15 | 12-31-2023 |
TARGET CORP | COM | 152 | $2,512,289 | 17,640 | 0.00 | 0.00 | -730 | -3.97 | 12-31-2023 |
MONDELEZ INTL INC | CL A | 153 | $2,507,527 | 34,620 | 0.00 | 0.00 | 2,150 | 6.62 | 12-31-2023 |
COLGATE PALMOLIVE CO | COM | 154 | $2,485,199 | 31,178 | 0.00 | 0.00 | -8,064 | -20.55 | 12-31-2023 |