Centric Wealth Management Evercore Inc. Transaction History
Centric Wealth Management
- $415 Million
- Q3 2025
A detailed history of Centric Wealth Management transactions in Evercore Inc. stock. As of the latest transaction made, Centric Wealth Management holds 15,347 shares of EVR stock, worth $4.55 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
15,347
Previous 15,539
1.24%
Holding current value
$4.55 Million
Previous $4.2 Million
23.38%
% of portfolio
1.25%
Previous 1.05%
Shares
13 transactions
Others Institutions Holding EVR
# of Institutions
685Shares Held
34.4MCall Options Held
157KPut Options Held
82.9K-
Vanguard Group Inc Valley Forge, PA3.9MShares$1.16 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.04 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA2.02MShares$600 Million0.13% of portfolio
-
Invesco Ltd. Atlanta, GA1.35MShares$401 Million0.08% of portfolio
-
Boston Partners Boston, MA1.25MShares$370 Million0.46% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.6B
- Description
- Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...