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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CASTLE INC | COM | 451 | $621,797 | 5,398 | 0.00 | 0.00 | 1,241 | 29.85 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 452 | $621,753 | 3,472 | 0.00 | 0.00 | 741 | 27.13 | 12-31-2023 |
| EQT CORP | COM | 453 | $620,880 | 16,060 | 0.00 | 0.00 | -334 | -2.04 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 454 | $619,344 | 5,929 | 0.00 | 0.00 | 3,619 | 156.67 | 12-31-2023 |
