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 | CORE S&P TTL STK | 501 | $232,558 | 2,210 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COLUMBIA BKG SYS INC | COM | 502 | $230,702 | 8,647 | 0.00 | 8,647 | +Inf | 12-31-2023 | |
| CARLISLE COS INC | COM | 503 | $229,948 | 736 | 0.00 | 736 | +Inf | 12-31-2023 | |
| PIONEER NAT RES CO | COM | 504 | $229,602 | 1,021 | 0.00 | 0.00 | -754 | -42.48 | 12-31-2023 |
