Ever Source Wealth Advisors, LLC Silvercrest Asset Management Group Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 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 42 shares of SAMG stock, worth $581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 16
162.5%
Holding current value
$581
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SAMG
# of Institutions
94Shares Held
5.11MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY708KShares$9.8 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA538KShares$7.45 Million0.0% of portfolio
-
Royce & Associates LP385KShares$5.33 Million0.06% of portfolio
-
Keeley Teton Advisors, LLC Chicago, IL213KShares$2.95 Million0.46% of portfolio
-
Dimensional Fund Advisors LP Austin, TX213KShares$2.95 Million0.0% 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 $137M
- 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...