Ever Source Wealth Advisors, LLC Step Stone 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 Step Stone Group Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,443 shares of STEP stock, worth $154,128. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,443
Previous 1,236
97.65%
Holding current value
$154,128
Previous $68,000
133.82%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding STEP
# of Institutions
271Shares Held
71.8MCall Options Held
0Put Options Held
32.9K-
Black Rock Inc. New York, NY7.95MShares$502 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7.72MShares$487 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA5.72MShares$361 Million0.07% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD4.38MShares$276 Million0.03% of portfolio
-
Invesco Ltd. Atlanta, GA4.14MShares$261 Million0.05% of portfolio
About StepStone Group Inc.
- Ticker STEP
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 62,061,400
- Market Cap $3.92B
- Description
- StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capi...