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Evercore Partners shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Evercore Partners

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All positions including Evercore Partners held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $357k 1.3k 277.23
2024-09-30 $327k 1.3k 253.33

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Net Worth Advisory Group

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Robeco Investment Management
Invesco
State Street Corporation
FMR
TD Asset Management
Wellington Management Company
Massachusetts Financial Services
Lord, Abbett & Co
Geode Capital Management
Hanna Zanoni
Jpmorgan Chase & Co
Morgan Stanley
Norges Bank Investment Management

View all funds holding Evercore Partners