Evercore Wealth Management, LLC Invesco Cef Income Composite E Transaction History

Evercore Wealth Management, LLC

$6.35 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$16.95 - $18.41 $177,212 - $192,476	10,455 New	10,455 $178,000

Others Institutions Holding PCEF

# of Institutions

127

Shares Held

18.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

2.29M
Shares

$45.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.07M
Shares

$40.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.98M
Shares

$38.9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.8M
Shares

$35.4 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.72M
Shares

$33.8 Million
0.01% of portfolio

About INVESCO CEF INCOME COMPOSITE E

Ticker PCEF
Sector ETFs
Industry ETFs

More about PCEF

Track This Portfolio

Portfolio Update

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

News

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