Venturi Wealth Management, LLC Evercore Inc. Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 99 shares of EVR stock, worth $30,823. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 88
12.5%
Holding current value
$30,823
Previous $18,000
38.89%
% of portfolio
0.0%
Previous 0.0%
Shares
13 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$1.2 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.09 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$462 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$426 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$400 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.2B
- 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...