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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 551 | $202,943 | 8,393 | 0.00 | 8,393 | +Inf | 12-31-2023 | |
| NET POWER INC | COM CL A | 552 | $202,000 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARCHER AVIATION INC | COM CL A | 553 | $198,015 | 32,250 | 0.00 | 32,250 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | 554 | $187,772 | 10,455 | 0.00 | 10,455 | +Inf | 12-31-2023 |
