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Evercore Partners shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Evercore Partners

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All positions including Evercore Partners held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 5.7k 253.32
2024-06-30 $476k 2.3k 208.43
2024-03-31 $330k 1.7k 192.64
2021-09-30 $2.0k 14 142.86

More positions owned by Consolidated Planning Corp

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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
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Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

Top funds holding Evercore Partners

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Invesco
State Street Corporation
TD Asset Management
Massachusetts Financial Services
Jpmorgan Chase & Co
Hanna Zanoni
Geode Capital Management
Lord, Abbett & Co
Dimensional Fund Advisors
Morgan Stanley
Bahl & Gaynor

View all funds holding Evercore Partners