Icon Wealth Partners, LLC Evercore Inc. Transaction History

Icon Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 13, 2019	SELL	$77.23 - $98.02 $11,738 - $14,899	-152 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$73.67 - $93.68 $11,197 - $14,239	152 New	152 $14,000
Q3 2018 Nov 14, 2018	SELL	$100.55 - $114.95 $12,267 - $14,023	-122 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$86.8 - $112.05 $10,589 - $13,670	122 New	122 $13,000
Q1 2018 May 15, 2018	SELL	$83.35 - $101.8 $9,585 - $11,707	-115 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$75.9 - $92.2 $8,728 - $10,603	115	115 $10,000

546

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.7B
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...

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Icon Wealth Partners, LLC with notifications on news.