EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 1,172 Value ($000) $399 Avg Close $320.89 Range $287.24 - $353.30
Q3 2025
Shares 1,631 Value ($000) $551 Avg Close $312.02 Range $265.06 - $363.46
Q2 2025
Shares 2,133 Value ($000) $576 Avg Close $218.31 Range $147.33 - $275.24
Q1 2025
Shares 63,868 Value ($000) $12,756 Avg Close $246.39 Range $183.44 - $294.03
Q4 2024
Shares 53,481 Value ($000) $14,824 Avg Close $279.37 Range $241.56 - $319.31
Q3 2024
Shares 46,446 Value ($000) $11,766 Avg Close $234.02 Range $203.82 - $255.89
Q2 2024
Shares 39,993 Value ($000) $8,336 Avg Close $190.59 Range $171.42 - $205.02
Q1 2024
Shares 43,282 Value ($000) $8,336 Avg Close $176.58 Range $158.51 - $194.65
Q4 2023
Shares 37,660 Value ($000) $6,549 Avg Close $140.62 Range $120.67 - $169.53
Q3 2023
Shares 22,401 Value ($000) $3,089 Avg Close $131.10 Range $112.87 - $142.43
Q2 2023
Shares 13,765 Value ($000) $1,701 Avg Close $110.37 Range $99.84 - $122.95
Q1 2023
Shares 9,921 Value ($000) $1,145 Avg Close $118.51 Range $102.50 - $130.71
Q4 2022
Shares 14,192 Value ($000) $1,548 Avg Close $98.92 Range $76.90 - $112.66
Q3 2022
Shares 14,443 Value ($000) $1,188 Avg Close $88.97 Range $74.35 - $99.33
Q1 2022
Shares 3,091 Value ($000) $344 Avg Close $114.28 Range $99.62 - $131.78
Q4 2021
Shares 2,221 Value ($000) $302 Avg Close $134.77 Range $117.25 - $151.90