Envestnet Portfolio Solutions, Inc. Spdr Bloomberg Investment Grad Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 12,784 shares of FLRN stock, worth $394,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,784

Previous 15,359 16.77%

Holding current value

$394,386

Previous $473,000 17.12%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$30.67 - $30.84 $78,975 - $79,413	-2,575 Reduced 16.77%	12,784 $392,000
Q3 2024 Oct 31, 2024	SELL	$30.55 - $30.85 $84,776 - $85,608	-2,775 Reduced 15.3%	15,359 $473,000
Q2 2024 Jul 16, 2024	BUY	$30.69 - $30.88 $169,163 - $170,210	5,512 Added 43.67%	18,134 $559,000
Q1 2024 May 06, 2024	BUY	$30.59 - $30.83 $19,975 - $20,131	653 Added 5.46%	12,622 $389,000
Q4 2023 Feb 07, 2024	SELL	$30.49 - $30.71 $51,406 - $51,777	-1,686 Reduced 12.35%	11,969 $366,000
Q3 2023 Nov 13, 2023	BUY	$30.51 - $30.73 $416,614 - $419,618	13,655 New	13,655 $419,000

Others Institutions Holding FLRN

# of Institutions

347

Shares Held

48.1M

Call Options Held

38.6K

Put Options Held

30.5K

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About SPDR BLOOMBERG INVESTMENT GRAD

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Envestnet Portfolio Solutions, Inc. Spdr Bloomberg Investment Grad Transaction History