A detailed history of Srs Capital Advisors, Inc. transactions in Envestnet, Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 109 shares of ENV stock, worth $6,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares
109
Holding current value
$6,822
% of portfolio
0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$56.54 - $69.09 $6,162 - $7,530
109 New
109 $6,000
Q2 2022

Aug 22, 2022

SELL
$52.71 - $83.57 $2,899 - $4,596
-55 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$66.01 - $80.6 $3,630 - $4,433
55 New
55 $4,000
Q3 2021

Nov 05, 2021

SELL
$72.19 - $80.24 $71,034 - $78,956
-984 Closed
0 $0
Q2 2021

Aug 02, 2021

SELL
$65.18 - $79.49 $3,389 - $4,133
-52 Reduced 5.02%
984 $75,000
Q4 2020

Feb 03, 2021

BUY
$74.94 - $84.32 $1,124 - $1,264
15 Added 1.47%
1,036 $85,000
Q3 2020

Nov 12, 2020

BUY
$74.11 - $89.04 $3,927 - $4,719
53 Added 5.48%
1,021 $79,000
Q2 2020

Aug 06, 2020

BUY
$47.07 - $76.08 $10,261 - $16,585
218 Added 29.07%
968 $71,000
Q1 2020

May 13, 2020

SELL
$48.86 - $87.67 $10,016 - $17,972
-205 Reduced 21.47%
750 $40,000
Q4 2019

Feb 07, 2020

SELL
$54.57 - $71.85 $14,188 - $18,681
-260 Reduced 21.4%
955 $66,000
Q2 2019

Aug 08, 2019

BUY
$65.25 - $72.61 $62,313 - $69,342
955 Added 367.31%
1,215 $83,000
Q3 2018

Nov 06, 2018

BUY
$55.8 - $63.8 $14,508 - $16,588
260 New
260 $16,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.45B
  • Description
  • Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...
More about ENV
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