Heritage Wealth Management, Inc. Evercore Inc. Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
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 $210,400. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$210,400
Previous $253 Million
9.41%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding EVR
# of Institutions
621Shares Held
32.3MCall Options Held
86.6KPut Options Held
41.3K-
Vanguard Group Inc Valley Forge, PA3.84MShares$807 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$737 Million0.02% of portfolio
-
Boston Partners Boston, MA1.47MShares$308 Million0.52% of portfolio
-
Invesco Ltd. Atlanta, GA1.42MShares$300 Million0.08% of portfolio
-
State Street Corp Boston, MA1.12MShares$237 Million0.01% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $8.24B
- 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...