A detailed history of Ci Private Wealth, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 7,550 shares of ENV stock, worth $476,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,550
Previous 12,473 39.47%
Holding current value
$476,707
Previous $780,000 39.49%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$61.13 - $63.25 $300,942 - $311,379
-4,923 Reduced 39.47%
7,550 $472,000
Q2 2024

Aug 13, 2024

SELL
$56.54 - $69.09 $68,187 - $83,322
-1,206 Reduced 8.82%
12,473 $780,000
Q1 2024

May 09, 2024

BUY
$48.28 - $57.91 $28,002 - $33,587
580 Added 4.43%
13,679 $792,000
Q4 2023

Feb 09, 2024

BUY
$33.55 - $49.8 $149,901 - $222,506
4,468 Added 51.77%
13,099 $648,000
Q3 2023

Nov 03, 2023

BUY
$43.16 - $63.05 $95,642 - $139,718
2,216 Added 34.54%
8,631 $380,000
Q2 2023

Aug 10, 2023

BUY
$50.72 - $66.31 $3,753 - $4,906
74 Added 1.17%
6,415 $380,000
Q1 2023

May 15, 2023

BUY
$52.8 - $68.99 $334,804 - $437,465
6,341 New
6,341 $372,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.49B
  • 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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