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 $41,204. This represents 0.02% of its overall portfolio holdings.
Number of Shares
153
Previous 131
16.79%
Holding current value
$41,204
Previous $33.2 Million
27.79%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
613Shares Held
32.6MCall Options Held
87.4KPut Options Held
51.9K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.03 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$943 Million0.02% of portfolio
-
Boston Partners Boston, MA1.47MShares$395 Million0.52% of portfolio
-
Invesco Ltd. Atlanta, GA1.42MShares$383 Million0.08% of portfolio
-
State Street Corp Boston, MA1.12MShares$303 Million0.01% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $10.5B
- 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...