Ae Wealth Management LLC Evercore Inc. Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 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 46,446 shares of EVR stock, worth $13.9 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
46,446
Previous 39,993
16.14%
Holding current value
$13.9 Million
Previous $8.34 Million
41.25%
% of portfolio
0.12%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding EVR
# of Institutions
544Shares Held
32.4MCall Options Held
61.4KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.15 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.05 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$444 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$410 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$385 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.7B
- 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...