A detailed history of Heritage Wealth Management, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,000 shares of EVR stock, worth $279,260. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$279,260
Previous $213 Million 19.07%
% of portfolio
0.08%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024

BUY
$181.5 - $208.43 $181,500 - $208,430
1,000 New
1,000 $213 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.9B
  • 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...
More about EVR
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