Wealthstream Advisors, Inc. Evercore Inc. Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 806 shares of EVR stock, worth $247,071. This represents 0.04% of its overall portfolio holdings.
Number of Shares
806
Previous 796
1.26%
Holding current value
$247,071
Previous $214,000
26.64%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding EVR
# of Institutions
660Shares Held
35.2MCall Options Held
337KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA3.9MShares$1.2 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.07 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$527 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$431 Million0.07% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.25MShares$382 Million0.18% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12B
- 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...