Portside Wealth Group, LLC Evercore Inc. Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 972 shares of EVR stock, worth $274,687. This represents 0.04% of its overall portfolio holdings.
Number of Shares
972
Previous 972
-0.0%
Holding current value
$274,687
Previous $246 Million
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
551Shares Held
32.1MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.09 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$990 Million0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$419 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$387 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$364 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.1B
- 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...