Legend Financial Advisors, Inc. EVR Holdings History
Legend Financial Advisors, Inc.'s Evercore Inc Holding Summary
As of 2025-06-30, Legend Financial Advisors, Inc. held 3,206.00 shares of Evercore Inc(EVR), totaling $865,680.00. This investment constitutes 0.58% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.01% of the outstanding Evercore Inc(EVR) stock.
The initial trade took place in 2025Q1. And since then Legend Financial Advisors, Inc. has made 2 purchases of EVR, at an average price of $248.93, for a total of 3,206.00 shares. Based on historical transaction data and EVR's current price of $296.72, Legend Financial Advisors, Inc.'s estimated gain on his EVR holdings is $153,218.14, reflecting a 19.20% gain to date.
Legend Financial Advisors, Inc. EVR ($296.72) Holding Chart
Legend Financial Advisors, Inc. EVR ($296.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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