True Wealth Design »

Evercore Partners shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 131 253.34

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

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