Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 743 | 5,964,089,979 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 201 | $1,378,316 | 6,170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 202 | $1,371,129 | 10,743 | 0.00 | 0.00 | -2,069 | -16.15 | 12-31-2023 |
| PNC FINL SVCS GROUP INC | COM | 203 | $1,366,241 | 8,823 | 0.00 | 0.00 | -360 | -3.92 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 204 | $1,358,091 | 13,512 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
