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 | RUS 1000 GRW ETF | 51 | $19,241,863 | 63,469 | 0.00 | 0.00 | 640 | 1.02 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 52 | $16,092,229 | 213,566 | 0.00 | 0.00 | 13,851 | 6.94 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 53 | $15,803,360 | 229,700 | 0.00 | 0.00 | -127 | -0.06 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 54 | $15,779,363 | 82,541 | 0.00 | 0.00 | 1,501 | 1.85 | 12-31-2023 |
