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
DIAMONDBACK ENERGY INC COM 51 $12,729,123 82,081 0.00 0.00 -10,752 -11.58 12-31-2023
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 52 $12,673,388 121,307 0.00 0.00 -2,355 -1.90 12-31-2023
GENERAL MLS INC COM 53 $12,623,690 193,793 0.00 0.00 178,655 1180.18 12-31-2023
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 54 $12,473,777 230,654 0.00 0.00 36,716 18.93 12-31-2023
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