Insight Wealth Partners, LLC Evercore Inc. Transaction History
Insight Wealth Partners, LLC
- $498 Million
- Q3 2024
A detailed history of Insight Wealth Partners, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 1,223 shares of EVR stock, worth $355,000. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,223
Previous 1,168
4.71%
Holding current value
$355,000
Previous $243,000
27.57%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
546Shares Held
32.3MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.12 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.02 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$431 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$397 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$373 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.4B
- 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...