EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 1,105 Value ($000) $376 Avg Close $320.89 Range $287.24 - $353.30
Q3 2025
Shares 497 Value ($000) $168 Avg Close $312.02 Range $265.06 - $363.46
Q2 2025
Shares 123 Value ($000) $33 Avg Close $218.31 Range $147.33 - $275.24
Q4 2024
Shares 398 Value ($000) $110 Avg Close $279.37 Range $241.56 - $319.31
Q3 2024
Shares 340 Value ($000) $86 Avg Close $234.02 Range $203.82 - $255.89
Q2 2024
Shares 378 Value ($000) $79 Avg Close $190.59 Range $171.42 - $205.02
Q1 2024
Shares 525 Value ($000) $101 Avg Close $176.58 Range $158.51 - $194.65
Q4 2023
Shares 607 Value ($000) $103 Avg Close $140.62 Range $120.67 - $169.53
Q3 2023
Shares 327 Value ($000) $43 Avg Close $131.10 Range $112.87 - $142.43
Q2 2023
Shares 414 Value ($000) $51 Avg Close $110.37 Range $99.84 - $122.95
Q1 2023
Shares 388 Value ($000) $42 Avg Close $118.51 Range $102.50 - $130.71
Q4 2022
Shares 120 Value ($000) $13 Avg Close $98.92 Range $76.90 - $112.66
Q3 2022
Shares 119 Value ($000) $13 Avg Close $88.97 Range $74.35 - $99.33
Q2 2022
Shares 131 Value ($000) $12 Avg Close $99.55 Range $85.76 - $108.77
Q1 2022
Shares 118 Value ($000) $13 Avg Close $114.28 Range $99.62 - $131.78
Q4 2019
Shares 110 Value ($000) $8 Avg Close $66.70 Range $62.02 - $70.58
Q3 2019
Shares 110 Value ($000) $9 Avg Close $71.97 Range $65.02 - $79.34
Q2 2019
Shares 109 Value ($000) $10 Avg Close $76.73 Range $66.71 - $85.05
Q1 2017
Shares 200 Value ($000) $16 Avg Close $64.08 Range $56.46 - $68.90