Evercore Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Evercore Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$105.51 - $115.93 $12,133 - $13,331	-115 Reduced 5.52%	1,969 $209,000
Q2 2023 Aug 04, 2023	BUY	$107.08 - $113.45 $223,154 - $236,429	2,084 New	2,084 $230,000
Q4 2018 Feb 13, 2019	SELL	N/A	-2,349 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	495 Added 26.7%	2,349 $271,000
Q1 2018 May 15, 2018	SELL	N/A	-10 Reduced 0.54%	1,854 $221,000
Q4 2017 Feb 13, 2018	BUY	N/A	10 Added 0.54%	1,864 $222,000
Q3 2017 Nov 13, 2017	BUY	N/A	1,854	1,854 $213,000

659

46.7M

100

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.