Venturi Wealth Management, LLC Evercore Inc. Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 122 shares of EVR stock, worth $24,365. This represents 0.0% of its overall portfolio holdings.
Number of Shares
122
Previous 99
23.23%
Holding current value
$24,365
Previous $25,000
32.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding EVR
# of Institutions
620Shares Held
31.4MCall Options Held
86.6KPut Options Held
41.3K-
Vanguard Group Inc Valley Forge, PA3.84MShares$766 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$700 Million0.02% of portfolio
-
Boston Partners Boston, MA1.47MShares$293 Million0.52% of portfolio
-
Invesco Ltd. Atlanta, GA1.42MShares$284 Million0.08% of portfolio
-
State Street Corp Boston, MA1.12MShares$225 Million0.01% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $7.82B
- 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...