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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | COM | 351 | $1,104,371 | 21,217 | 0.00 | 0.00 | 1,063 | 5.27 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 352 | $1,094,265 | 11,032 | 0.00 | 0.00 | 3,282 | 42.35 | 12-31-2023 |
| ISHARES INC | MSCI HONG KG ETF | 353 | $1,084,382 | 62,428 | 0.00 | 0.00 | -9,712 | -13.46 | 12-31-2023 |
| BHP GROUP LTD | SPONSORED ADS | 354 | $1,075,884 | 15,750 | 0.00 | 0.00 | 2,214 | 16.36 | 12-31-2023 |
