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 |
|---|---|---|---|---|---|---|---|---|---|
| NMI HLDGS INC | CL A | 601 | $391,776 | 13,200 | 0.00 | 0.00 | 63 | 0.48 | 12-31-2023 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 602 | $391,322 | 5,181 | 0.00 | 0.00 | -91 | -1.73 | 12-31-2023 |
| PREMIER FINANCIAL CORP | COM | 603 | $391,288 | 16,236 | 0.00 | 0.00 | 464 | 2.94 | 12-31-2023 |
| ISHARES TR | S&P MC 400VL ETF | 604 | $389,675 | 3,417 | 0.00 | 0.00 | 581 | 20.49 | 12-31-2023 |
