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 |
|---|---|---|---|---|---|---|---|---|---|
| ONTO INNOVATION INC | COM | 551 | $445,245 | 2,912 | 0.00 | 0.00 | 126 | 4.52 | 12-31-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | -99 | -7.16 | 12-31-2023 |
| M & T BK CORP | COM | 553 | $438,382 | 3,198 | 0.00 | 0.00 | -375 | -10.50 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 554 | $435,882 | 12,383 | 0.00 | 0.00 | 10,120 | 447.19 | 12-31-2023 |
