Ever Source Wealth Advisors, LLC Perella Weinberg Partners Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Perella Weinberg Partners stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 738 shares of PWP stock, worth $13,726. This represents 0.0% of its overall portfolio holdings.
Number of Shares
738
Previous 780
5.38%
Holding current value
$13,726
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PWP
# of Institutions
176Shares Held
55.7MCall Options Held
118KPut Options Held
64.3K-
Wellington Management Group LLP Boston, MA4.17MShares$77.6 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.87MShares$72 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL3.57MShares$66.3 Million0.22% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$64.8 Million0.0% of portfolio
-
Nuveen, LLC Charlotte, NC2.22MShares$41.2 Million0.01% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $800M
- Description
- Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...