Ever Source Wealth Advisors, LLC Evercore Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 1,483 shares of EVR stock, worth $468,553. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,483
Previous 754
96.68%
Holding current value
$468,553
Previous $150,000
166.67%
% of portfolio
0.02%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding EVR
# of Institutions
633Shares Held
35.3MCall Options Held
337KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.21 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.11 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$543 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$445 Million0.07% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.25MShares$394 Million0.18% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.4B
- 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...