Optimize Financial Inc Evercore Inc. Transaction History
Optimize Financial Inc
- $192 Billion
- Q3 2025
A detailed history of Optimize Financial Inc transactions in Evercore Inc. stock. As of the latest transaction made, Optimize Financial Inc holds 1,416 shares of EVR stock, worth $419,829. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,416Holding current value
$419,829% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding EVR
# of Institutions
685Shares Held
34.4MCall Options Held
158KPut Options Held
82.9K-
Vanguard Group Inc Valley Forge, PA3.9MShares$1.16 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.04 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA2.02MShares$600 Million0.13% of portfolio
-
Invesco Ltd. Atlanta, GA1.35MShares$401 Million0.08% of portfolio
-
Boston Partners Boston, MA1.25MShares$370 Million0.46% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.6B
- 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...