Envestnet Portfolio Solutions, Inc. Purchases in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.49K
+ 2.12%
$60.13 - $68.17 $390K - $442K
313K $21.2M
UBER
Uber Technologies, Inc

Technology
23.6K
+ 11.24%
$58.48 - $77.47 $1.38M - $1.83M
234K $17.6M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
12.3K
+ 1.52%
$43.99 - $46.63 $543K - $575K
823K $38.3M
BMY
Bristol Myers Squibb CO

Healthcare
2.92K
+ 1.41%
$39.66 - $51.75 $116K - $151K
210K $10.8M
PH
Parker Hannifin Corp

Industrials
1.14K
+ 9.49%
$501.01 - $635.92 $572K - $726K
13.2K $8.32M
APP
App Lovin Corp

Technology
2.69K
+ 6.8%
$67.14 - $130.65 $181K - $351K
42.2K $5.51M
SPGI
S&P Global Inc.

Financial Services
139
+ 0.46%
$446.32 - $527.38 $62K - $73.3K
30.2K $15.6M
PEP
Pepsico Inc

Consumer Defensive
8.29K
+ 5.73%
$161.9 - $179.3 $1.34M - $1.49M
153K $26M
CGGR
Capital Group Growth ETF Shs C

ETFs
55.2K
+ 52.93%
$30.71 - $34.79 $1.7M - $1.92M
159K $5.55M
LVHI
Franklin International Low Vol

ETFs
67.7K
New
$28.72 - $31.28 $1.94M - $2.12M
67.7K $2.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.2K
+ 10.05%
$53.41 - $57.9 $1.19M - $1.29M
243K $14.1M
HSIC
Henry Schein Inc

Healthcare
22K
+ 46.79%
$63.92 - $73.22 $1.4M - $1.61M
68.9K $5.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.7K
+ 2.17%
$22.38 - $23.66 $686K - $725K
1.45M $33.9M
SE
Sea LTD

Consumer Cyclical
19.4K
+ 367.75%
$59.94 - $94.83 $1.16M - $1.84M
24.7K $2.33M
GE
General Electric CO

Industrials
1.16K
+ 1.98%
$156.66 - $189.66 $181K - $220K
59.7K $11.3M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.14K
+ 0.74%
$46.18 - $48.92 $284K - $300K
834K $40.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
47K
+ 51.19%
$29.85 - $41.1 $1.4M - $1.93M
139K $5.44M
OEF
Ishares S&P 100 ETF

ETFs
6.84K
+ 11.21%
$266.03 - $266.03 $1.82M - $1.82M
67.9K $18.1M
IGRO
Ishares Tr International Divid

ETFs
22.6K
+ 67.63%
$66.7 - $75.25 $1.5M - $1.7M
55.9K $4.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.59K
+ 1.58%
$117.9 - $128.2 $305K - $332K
167K $21.4M
ZTS
Zoetis Inc.

Healthcare
2.27K
+ 3.42%
$172.58 - $196.48 $392K - $446K
68.6K $13.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
38.5K
+ 41.57%
$45.6 - $46.83 $1.75M - $1.8M
131K $6.13M
BBUS
J P Morgan Exchg Traded Fd

ETFs
16.7K
+ 56.57%
$93.22 - $103.58 $1.56M - $1.73M
46.2K $4.78M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.3K
+ 16.8%
$54.98 - $59.51 $1.33M - $1.44M
169K $10M
PANW
Palo Alto Networks Inc

Technology
5.03K
+ 12.09%
$294.18 - $368.01 $1.48M - $1.85M
46.6K $15.9M
BBY
Best Buy CO Inc

Consumer Cyclical
3.61K
+ 4.82%
$80.23 - $103.29 $289K - $372K
78.4K $8.09M
CMF
Ishares California Muni Bond E

ETFs
28.1K
+ 23.88%
$56.65 - $58.17 $1.59M - $1.63M
146K $8.46M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
29.1K
+ 9.94%
$39.37 - $41.68 $1.15M - $1.21M
322K $13.3M
EMHC
Spdr Bloomberg Emerging Market
54.4K
+ 22.64%
$23.61 - $25.14 $1.28M - $1.37M
295K $7.4M
ARES
Ares Management Corp

Financial Services
5.8K
+ 17.07%
$133.73 - $158.05 $776K - $917K
39.8K $6.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
40.1K
+ 5.29%
$29.58 - $30.31 $1.18M - $1.21M
797K $24.1M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
14.1K
+ 402.32%
$85.44 - $110.36 $1.2M - $1.55M
17.6K $1.94M
CTRA
Coterra Energy Inc.

Energy
71.6K
+ 204.39%
$22.62 - $27.37 $1.62M - $1.96M
107K $2.55M
UL
Unilever PLC

Consumer Defensive
2.01K
+ 1.35%
$54.7 - $65.59 $110K - $132K
151K $9.81M
XLV
Select Sector Spdr Fund Health

ETFs
5.58K
+ 6.65%
$143.3 - $157.24 $799K - $877K
89.5K $13.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.09K
+ 1.92%
$37.61 - $41.72 $229K - $254K
323K $13.5M
ON
On Semiconductor Corp

Technology
19.9K
+ 163.02%
$66.39 - $78.74 $1.32M - $1.57M
32.1K $2.33M
SPIB
Spdr Portfolio Intermediate Te

ETFs
39.1K
+ 26.62%
$32.36 - $33.78 $1.27M - $1.32M
186K $6.27M
DFIC
Dimensional ETF Tr Dimensional

ETFs
51.6K
+ 355.02%
$25.36 - $28.37 $1.31M - $1.47M
66.2K $1.86M
CNC
Centene Corp

Healthcare
12.8K
+ 22.52%
$64.89 - $80.23 $834K - $1.03M
69.9K $5.26M
TGT
Target Corp

Consumer Defensive
3.03K
+ 2.44%
$133.47 - $159.25 $404K - $482K
127K $19.8M
UDI
Uscf ETF Tr Divid Income Fd

ETFs
46K
New
$26.84 - $29.99 $1.24M - $1.38M
46K $1.38M
NDAQ
Nasdaq, Inc.

Financial Services
16.9K
+ 162.64%
$59.48 - $74.31 $1M - $1.25M
27.2K $1.99M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
58.8K
+ 12.56%
$18.35 - $19.01 $1.08M - $1.12M
527K $9.98M
ZG
Zillow Group, Inc.

Communication Services
7.87K
+ 15.87%
$40.35 - $65.79 $318K - $518K
57.4K $3.56M
RGA
Reinsurance Group Of America Inc

Financial Services
4.61K
+ 18.49%
$192.62 - $225.79 $887K - $1.04M
29.5K $6.43M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
10.9K
+ 220.69%
$111.59 - $129.08 $1.22M - $1.41M
15.9K $1.88M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
12K
New
$97.19 - $109.09 $1.17M - $1.31M
12K $1.3M
VV
Vanguard Large Cap ETF

ETFs
3.72K
+ 16.18%
$236.92 - $263.4 $882K - $980K
26.7K $7.04M
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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