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

Evercore Wealth Management, LLC

$6.66 Billion
Q3 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

130

Shares Held

18.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

2.29M
Shares

$44.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.07M
Shares

$39.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

2M
Shares

$38.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.94M
Shares

$37.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$33.2 Million
0.01% of portfolio

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