Wealthstream Advisors »

Evercore Partners shares owned by Wealthstream Advisors

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Wealthstream Advisors from 13F filings

Historical chart of Wealthstream Advisors investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Wealthstream Advisors 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 944 253.34

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Life360 (LIF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Wealthstream Advisors

Top funds holding Evercore Partners

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

View all funds holding Evercore Partners