Ever Source Wealth Advisors, LLC Silvercrest Asset Management Group Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 16 shares of SAMG stock, worth $238. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 9
77.78%
Holding current value
$238
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SAMG
# of Institutions
87Shares Held
5.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY708KShares$10.6 Million0.0% of portfolio
-
Royce & Associates LP568KShares$8.47 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA546KShares$8.14 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX218KShares$3.26 Million0.0% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR217KShares$3.23 Million0.9% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $148M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...