Legacy Wealth Asset Management, LLC Evercore Inc. Transaction History
Legacy Wealth Asset Management, LLC
- $324 Million
- Q1 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 5,161 shares of EVR stock, worth $1.09 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,161
Previous 5,176
0.29%
Holding current value
$1.09 Million
Previous $885,000
12.2%
% of portfolio
0.31%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding EVR
# of Institutions
491Shares Held
32.9MCall Options Held
50KPut Options Held
50.1K-
Vanguard Group Inc Valley Forge, PA3.65MShares$769 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.46MShares$731 Million0.02% of portfolio
-
Boston Partners Boston, MA1.71MShares$361 Million0.41% of portfolio
-
State Street Corp Boston, MA1.09MShares$230 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.06MShares$223 Million0.02% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $8.26B
- 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...