Diversify Wealth Management »

Evercore Partners shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evercore Partners by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $544k 2.1k 257.78
2024-06-30 $496k 2.2k 222.10

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

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