A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,537 shares of EVR stock, worth $975,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,537
Previous 2,721 29.99%
Holding current value
$975,646
Previous $567,000 58.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$211.0 - $258.67 $172,176 - $211,074
816 Added 29.99%
3,537 $896,000
Q2 2024

Jul 16, 2024

BUY
$181.5 - $208.43 $31,036 - $35,641
171 Added 6.71%
2,721 $567,000
Q1 2024

Apr 15, 2024

BUY
$163.68 - $196.33 $24,879 - $29,842
152 Added 6.34%
2,550 $491,000
Q4 2023

Jan 30, 2024

BUY
$126.39 - $173.41 $52,325 - $71,791
414 Added 20.87%
2,398 $410,000
Q3 2023

Nov 13, 2023

BUY
$118.06 - $145.97 $234,231 - $289,604
1,984 New
1,984 $273,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.8B
  • 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
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