Ever Source Wealth Advisors, LLC Evercore Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 754 shares of EVR stock, worth $176,797. This represents 0.01% of its overall portfolio holdings.
Number of Shares
754
Previous 712
5.9%
Holding current value
$176,797
Previous $197,000
23.86%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding EVR
# of Institutions
606Shares Held
34.3MCall Options Held
238KPut Options Held
183K-
Vanguard Group Inc Valley Forge, PA3.86MShares$906 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$821 Million0.02% of portfolio
-
Boston Partners Boston, MA1.54MShares$361 Million0.4% of portfolio
-
State Street Corp Boston, MA1.14MShares$267 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA867KShares$203 Million0.03% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $9.18B
- 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...