A detailed history of Planned Solutions, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Planned Solutions, Inc. holds 800 shares of EVR stock, worth $239,504. This represents 0.08% of its overall portfolio holdings.

Number of Shares
800
Holding current value
$239,504
% of portfolio
0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$211.0 - $258.67 $168,800 - $206,936
800 New
800 $202,000
Q4 2023

Jan 17, 2024

BUY
$126.39 - $173.41 $134,605 - $184,681
1,065 New
1,065 $182,000

Others Institutions Holding EVR

About Evercore Inc.


  • 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...
More about EVR
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.