Valeo Financial Advisors, LLC Evercore Inc. Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,020 shares of EVR stock, worth $305,367. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,020
Previous 1,520
32.89%
Holding current value
$305,367
Previous $316,000
18.35%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding EVR
# of Institutions
545Shares Held
32.3MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.15 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.05 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$444 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$410 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$385 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.7B
- 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...