Ever Source Wealth Advisors, LLC Evercore Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 633 shares of EVR stock, worth $166,447. This represents 0.01% of its overall portfolio holdings.
Number of Shares
633
Previous 898
29.51%
Holding current value
$166,447
Previous $187,000
14.44%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding EVR
# of Institutions
544Shares Held
32MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.01 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$921 Million0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$390 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$360 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$338 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $10.3B
- 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...