EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 198 Value ($000) $67 Avg Close $320.89 Range $287.24 - $353.30
Q3 2025
Shares 199 Value ($000) $67 Avg Close $312.02 Range $265.06 - $363.46
Q2 2025
Shares 237 Value ($000) $64 Avg Close $218.31 Range $147.33 - $275.24
Q1 2025
Shares 349 Value ($000) $70 Avg Close $246.39 Range $183.44 - $294.03
Q4 2024
Shares 238 Value ($000) $66 Avg Close $279.37 Range $241.56 - $319.31
Q3 2024
Shares 264 Value ($000) $67 Avg Close $234.02 Range $203.82 - $255.89
Q2 2024
Shares 165 Value ($000) $34 Avg Close $190.59 Range $171.42 - $205.02
Q1 2024
Shares 26 Value ($000) $5 Avg Close $176.58 Range $158.51 - $194.65
Q4 2023
Shares 26 Value ($000) $4 Avg Close $140.62 Range $120.67 - $169.53
Q3 2023
Shares 26 Value ($000) $4 Avg Close $131.10 Range $112.87 - $142.43
Q1 2023
Shares 189 Value ($000) $22 Avg Close $118.51 Range $102.50 - $130.71
Q4 2022
Shares 189 Value ($000) $21 Avg Close $98.92 Range $76.90 - $112.66
Q3 2022
Shares 189 Value ($000) $16 Avg Close $88.97 Range $74.35 - $99.33
Q2 2022
Shares 189 Value ($000) $18 Avg Close $99.55 Range $85.76 - $108.77
Q1 2022
Shares 189 Value ($000) $21 Avg Close $114.28 Range $99.62 - $131.78
Q4 2021
Shares 354 Value ($000) $48 Avg Close $134.77 Range $117.25 - $151.90
Q3 2021
Shares 189 Value ($000) $25 Avg Close $125.01 Range $114.35 - $132.35