True Wealth Design, LLC Evercore Inc. Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
A detailed history of True Wealth Design, LLC transactions in Evercore Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 153 shares of EVR stock, worth $26,845. This represents 0.02% of its overall portfolio holdings.
Number of Shares
153
Previous 131
16.79%
Holding current value
$26,845
Previous $33.2 Million
27.79%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
612Shares Held
31.5MCall Options Held
86.6KPut Options Held
41.3K-
Vanguard Group Inc Valley Forge, PA3.84MShares$673 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$615 Million0.02% of portfolio
-
Boston Partners Boston, MA1.47MShares$257 Million0.52% of portfolio
-
Invesco Ltd. Atlanta, GA1.42MShares$250 Million0.08% of portfolio
-
State Street Corp Boston, MA1.12MShares$197 Million0.01% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $6.87B
- 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...