Ae Wealth Management LLC Evercore Inc. Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Evercore Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 43,282 shares of EVR stock, worth $9.15 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
43,282
Previous 37,660
14.93%
Holding current value
$9.15 Million
Previous $6.44 Million
29.41%
% of portfolio
0.1%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding EVR
# of Institutions
491Shares Held
32.9MCall Options Held
50KPut Options Held
50.1K-
Vanguard Group Inc Valley Forge, PA3.65MShares$771 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.46MShares$732 Million0.02% of portfolio
-
Boston Partners Boston, MA1.71MShares$361 Million0.41% of portfolio
-
State Street Corp Boston, MA1.09MShares$231 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.06MShares$224 Million0.02% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $8.28B
- 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...