HB Wealth Management’s Evercore EVR Stock Holding History

HB Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$703K	Buy
2025 Q2	$367K	Sell
2025 Q1	$303K	Buy
2024 Q4	$218K	Buy