EWM
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Evercore Wealth Management’s Root ROOT Stock Holding History

Evercore Wealth Management’s Portfolio ROOT Stock Details ROOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Sell
2,145
-948
-31% -$121K ﹤0.01% 348
2025
Q1 		$413K Buy
+3,093
New +$413K 0.01% 291