Diversify Wealth Management, LLC Evercore Inc. Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,787 shares of EVR stock, worth $588,030. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,787
Previous 1,914
6.64%
Holding current value
$588,030
Previous $381 Million
44.45%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding EVR
# of Institutions
622Shares Held
35.4MCall Options Held
337KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.26 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.15 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$566 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$463 Million0.07% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.25MShares$410 Million0.18% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.9B
- 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...