A detailed history of Wealthspire Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 889 shares of EVR stock, worth $248,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares
889
Holding current value
$248,262
% of portfolio
0.0%

Shares

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

Nov 13, 2024

BUY
$211.0 - $258.67 $187,579 - $229,957
889 New
889 $225,000
Q1 2022

May 09, 2022

SELL
$108.18 - $139.71 $2.97 Million - $3.83 Million
-27,445 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$128.95 - $163.18 $3.54 Million - $4.48 Million
27,445 New
27,445 $3.73 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.9B
  • 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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.