Centric Wealth Management Evercore Inc. Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
A detailed history of Centric Wealth Management transactions in Evercore Inc. stock. As of the latest transaction made, Centric Wealth Management holds 15,060 shares of EVR stock, worth $4.69 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
15,060
Previous 15,408
2.26%
Holding current value
$4.69 Million
Previous $3.21 Million
18.87%
% of portfolio
1.0%
Previous 0.98%
Shares
9 transactions
Others Institutions Holding EVR
# of Institutions
544Shares Held
32.3MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.2 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.09 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$462 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$426 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$400 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.2B
- 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...