Pinnacle Wealth Planning Services, Inc. Evercore Inc. Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,062 shares of EVR stock, worth $328,720. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,062
Previous 1,220
12.95%
Holding current value
$328,720
Previous $254,000
5.91%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding EVR
# of Institutions
544Shares Held
32.3MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.19 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.08 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$459 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$423 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$398 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.1B
- 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...