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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 401 | $321,605 | 1,956 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALLSTATE CORP | COM | 402 | $321,114 | 2,294 | 0.00 | 0.00 | -328 | -12.51 | 12-31-2023 |
| 99 ACQUISITION GROUP INC | CL A | 403 | $317,520 | 31,160 | 0.00 | 31,160 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 404 | $316,992 | 6,116 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
