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Evercore Wealth Management’s Upexi UPXI Stock Holding History

Evercore Wealth Management’s Portfolio UPXI Stock Details UPXI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75,000
Closed -$225K – 416
2022
Q4 		$225K Buy
+75,000
New +$225K ﹤0.01% 366