Diversify Wealth Management, LLC Evercore Inc. Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,109 shares of EVR stock, worth $581,746. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,109
Previous 2,233
5.55%
Holding current value
$581,746
Previous $496 Million
9.62%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
545Shares Held
32.1MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.06 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$966 Million0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$409 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$377 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$355 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $10.8B
- 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...