Evercore Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Evercore Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$69.6 - $87.62 $779,380 - $981,168	-11,198 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$62.23 - $71.54 $291,547 - $335,164	-4,685 Reduced 29.5%	11,198 $801,000
Q4 2017 Feb 13, 2018	BUY	N/A	14,700 Added 1242.6%	15,883 $1.56 Million
Q3 2017 Nov 13, 2017	BUY	N/A	1,183	1,183 $110,000

574

26M

800

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Evercore Wealth Management, LLC with notifications on news.