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 | CORE US AGGBD ET | 251 | $836,876 | 8,432 | 0.00 | 8,432 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FEDEX CORP | COM | 253 | $825,694 | 3,264 | 0.00 | 0.00 | 427 | 15.05 | 12-31-2023 |
| STERIS PLC | SHS USD | 254 | $812,566 | 3,696 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
