Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EVRG
Evergy, Inc.

Utilities
25
+ 0.2%
$59.06 - $65.0 $1.48K - $1.63K
12.4K $762K
MAA
Mid America Apartment Communities Inc.

Real Estate
56
+ 1.76%
$149.17 - $165.2 $8.35K - $9.25K
3.23K $499K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.98K
+ 116.73%
$18.41 - $40.87 $110K - $244K
11.1K $205K
FRI
First Tr S&P Reit Index Fd

ETFs
990
+ 6.79%
$26.74 - $30.19 $26.5K - $29.9K
15.6K $426K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
205
+ 1.47%
$50.02 - $51.24 $10.3K - $10.5K
14.1K $707K
MMI
Marcus & Millichap, Inc.

Real Estate
106
+ 1.4%
$35.52 - $42.22 $3.77K - $4.48K
7.66K $293K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
9.73K
+ 6.74%
$29.02 - $32.11 $282K - $312K
154K $4.47M
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
845
+ 7.51%
$28.15 - $30.86 $23.8K - $26.1K
12.1K $341K
E
Eni Spa

Energy
484
+ 7.06%
$26.32 - $31.82 $12.7K - $15.4K
7.34K $200K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
387
+ 2.82%
$21.7 - $22.73 $8.4K - $8.8K
14.1K $306K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
209
+ 5.06%
$119.34 - $127.78 $24.9K - $26.7K
4.34K $517K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
55
+ 0.11%
$67.57 - $76.22 $3.72K - $4.19K
51.1K $3.53M
HLMN
Hillman Solutions Corp.

Industrials
1.06K
+ 4.76%
$9.66 - $11.54 $10.2K - $12.2K
23.3K $227K
INSM
Insmed Inc

Healthcare
225
+ 3.7%
$66.29 - $76.63 $14.9K - $17.2K
6.31K $435K
FNDE
Schwab Fundamental Emerging Mk

ETFs
940
+ 8.18%
$28.89 - $33.95 $27.2K - $31.9K
12.4K $361K
SHC
Sotera Health CO

Healthcare
2.34K
+ 17.33%
$12.41 - $16.28 $29K - $38.1K
15.8K $216K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
143
+ 3.98%
$56.61 - $61.63 $8.1K - $8.81K
3.74K $211K
BCPC
Balchem Corp

Basic Materials
263
+ 6.35%
$163.0 - $183.41 $42.9K - $48.2K
4.4K $717K
GWRE
Guidewire Software, Inc.

Technology
495
+ 7.53%
$168.58 - $207.12 $83.4K - $103K
7.07K $1.19M
IDU
Ishares Tr U S Utils ETF

ETFs
16
+ 0.75%
$94.65 - $105.73 $1.51K - $1.69K
2.16K $207K
MOD
Modine Manufacturing CO

Consumer Cyclical
136
+ 8.22%
$109.77 - $143.22 $14.9K - $19.5K
1.79K $207K
RYAAY
Ryanair Holdings PLC

Industrials
155
+ 1.32%
$42.1 - $47.3 $6.53K - $7.33K
11.9K $519K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
72
+ 0.36%
$47.26 - $48.18 $3.4K - $3.47K
19.9K $943K
DIOD
Diodes Inc

Technology
2
+ 0.04%
$53.01 - $66.3 $106 - $133
5.14K $316K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2.39K
+ 7.36%
$26.79 - $30.35 $64K - $72.5K
34.9K $946K
UTZ
Utz Brands, Inc.

Consumer Defensive
580
+ 5.09%
$15.46 - $18.02 $8.97K - $10.5K
12K $187K
SKY
Skyline Champion Corp

Consumer Cyclical
68
+ 2.2%
$88.1 - $108.92 $5.99K - $7.41K
3.16K $278K
COTY
Coty Inc.

Consumer Defensive
1.89K
+ 16.27%
$6.92 - $9.36 $13.1K - $17.7K
13.5K $94K
DTE
Dte Energy CO

Utilities
233
+ 4.15%
$117.04 - $129.77 $27.3K - $30.2K
5.85K $706K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
400
+ 1.66%
$11.42 - $12.5 $4.57K - $5K
24.5K $282K
ADC
Agree Realty Corp

Real Estate
477
+ 4.64%
$69.44 - $77.65 $33.1K - $37K
10.7K $757K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
113
+ 0.91%
$18.1 - $19.97 $2.05K - $2.26K
12.6K $228K
LUMN
Lumen Technologies, Inc.

Communication Services
2.84K
+ 15.79%
$5.31 - $10.12 $15.1K - $28.8K
20.9K $110K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
4
+ 0.06%
$68.01 - $70.67 $272 - $283
7.17K $489K
ABEV
Ambev S.A.

Consumer Defensive
15.7K
+ 19.72%
$1.85 - $2.56 $29.1K - $40.2K
95.4K $176K
HRB
H&R Block Inc

Consumer Cyclical
1.29K
+ 15.74%
$52.14 - $63.36 $67.3K - $81.7K
9.49K $501K
HTRB
Hartford Fds Total Return Bd E

ETFs
3.99K
+ 4.28%
$33.33 - $35.01 $133K - $140K
97.2K $3.24M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.3%
$197.36 - $217.3 $5.53K - $6.08K
9.27K $1.84M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.16K
+ 5.2%
$12.61 - $15.33 $14.7K - $17.8K
23.5K $302K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
317
+ 4.5%
$99.2 - $108.47 $31.4K - $34.4K
7.36K $732K
AVES
American Centy ETF Tr Avantis

ETFs
175
+ 3.64%
$46.2 - $53.09 $8.09K - $9.29K
4.99K $230K
AVIV
American Centy ETF Tr Avantis
24
+ 0.45%
$51.24 - $55.81 $1.23K - $1.34K
5.32K $276K
F
Ford Motor CO

Consumer Cyclical
380
+ 0.89%
$9.69 - $11.4 $3.68K - $4.33K
42.9K $424K
JLL
Jones Lang Lasalle Inc

Real Estate
112
+ 3.61%
$246.93 - $283.67 $27.7K - $31.8K
3.21K $812K
HFRO
Highland Income Fund\Ma

Financial Services
5.16K
+ 9.42%
$5.16 - $6.21 $26.6K - $32K
59.9K $310K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.44K
+ 1.59%
$34.42 - $35.88 $118K - $123K
220K $7.65M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
546
+ 4.38%
$28.76 - $32.28 $15.7K - $17.6K
13K $377K
YMAR
First Tr Ex Tr Viii Cboe Vest
466
+ 1.86%
$22.79 - $24.1 $10.6K - $11.2K
25.6K $582K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.16K
+ 4.57%
$32.75 - $35.81 $37.8K - $41.4K
26.4K $871K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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