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 |
|---|---|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -131 | -3.84 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | COM | 452 | $265,731 | 3,485 | 0.00 | 0.00 | 297 | 9.32 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 453 | $265,070 | 5,153 | 0.00 | 5,153 | +Inf | 12-31-2023 | |
| AGILENT TECHNOLOGIES INC | COM | 454 | $264,574 | 1,903 | 0.00 | 0.00 | 212 | 12.54 | 12-31-2023 |
