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 $35,534. This represents 0.0% of its overall portfolio holdings.
Number of Shares
122
Previous 99
23.23%
Holding current value
$35,534
Previous $25,000
32.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding EVR
# of Institutions
565Shares Held
32.3MCall Options Held
70.2KPut Options Held
69.5K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.12 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.02 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$432 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$398 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$375 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.4B
- 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...