Rialto Wealth Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.7K Buy
10
+4
+67% +$1.08K ﹤0.01% 552
2025
Q1
$1.2K Buy
+6
New +$1.2K ﹤0.01% 634