EWM
AACT
Evercore Wealth Management’s Ares Acquisition Corporation II AACT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,543
| Closed | -$341K | – | 428 |
|
|
2025
Q1 | $341K | Buy |
+30,543
| New | +$341K | 0.01% | 317 |
|
|
2024
Q1 | – | Sell |
-26,850
| Closed | -$280K | – | 452 |
|
|
2023
Q4 | $280K | Hold |
26,850
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $276K | Buy |
+26,850
| New | +$276K | 0.01% | 333 |
|