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 |
|---|---|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | CL C | 151 | $5,700,245 | 74,513 | 0.00 | 0.00 | -7,916 | -9.60 | 12-31-2023 |
| ISHARES INC | CORE MSCI EMKT | 152 | $5,684,264 | 112,382 | 0.00 | 0.00 | -1,338 | -1.18 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 153 | $5,595,702 | 12,346 | 0.00 | 0.00 | -818 | -6.21 | 12-31-2023 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 154 | $5,569,660 | 183,152 | 0.00 | 0.00 | -32,807 | -15.19 | 12-31-2023 |
