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
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.98K
+ 2.41%
$77.24 - $83.67 $230K - $250K
127K $10.6M
CPRT
Copart Inc

Consumer Cyclical
21.1K
+ 15.9%
$49.19 - $55.54 $1.04M - $1.17M
154K $8.07M
ANET
Arista Networks, Inc.

Technology
164
+ 0.68%
$311.42 - $388.21 $51.1K - $63.7K
24.3K $9.32M
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.7K
+ 7.46%
$44.13 - $47.01 $516K - $550K
169K $7.86M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
33.9K
+ 27.24%
$20.94 - $22.17 $710K - $751K
158K $3.48M
ETR
Entergy Corp

Utilities
1.03K
+ 3.62%
$104.75 - $131.61 $108K - $136K
29.5K $3.89M
AVEM
American Centy ETF Tr Avantis

ETFs
11.7K
+ 52.6%
$57.2 - $65.59 $671K - $770K
34K $2.2M
A
Agilent Technologies, Inc.

Healthcare
1.43K
+ 4.31%
$125.42 - $148.48 $179K - $212K
34.5K $5.12M
IQV
Iqvia Holdings Inc.

Healthcare
2.34K
+ 21.9%
$206.81 - $251.55 $483K - $587K
13K $3.08M
USFD
Us Foods Holding Corp.

Consumer Defensive
13.2K
New
$50.06 - $62.82 $662K - $831K
13.2K $813K
PSA
Public Storage

Real Estate
1.25K
+ 27.29%
$283.13 - $365.01 $354K - $457K
5.84K $2.13M
IOO
Ishares Tr Global 100 ETF

ETFs
8.1K
New
$89.63 - $100.83 $726K - $817K
8.1K $803K
GL
Globe Life Inc.

Financial Services
3.2K
+ 16.3%
$80.92 - $109.6 $259K - $351K
22.8K $2.42M
ONON
On Holding Ag

Consumer Cyclical
11.8K
+ 64.55%
$36.63 - $51.57 $432K - $609K
30.1K $1.51M
IWC
Russell Micro Cap ETF

ETFs
6.47K
New
$112.21 - $129.46 $726K - $837K
6.47K $797K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10K
+ 18.55%
$50.99 - $57.81 $512K - $581K
64.2K $3.67M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.31K
+ 1.16%
$42.87 - $45.76 $142K - $152K
288K $13M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
32.8K
+ 33.0%
$17.16 - $19.0 $563K - $623K
132K $2.49M
SHOP
Shopify Inc.

Technology
3.93K
+ 12.21%
$52.26 - $80.75 $205K - $317K
36.1K $2.89M
VT
Vanguard Total World Stk Index

ETFs
4.95K
+ 20.12%
$107.72 - $119.96 $533K - $593K
29.5K $3.53M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
15.9K
+ 289.91%
$42.22 - $48.62 $670K - $771K
21.3K $992K
DT
Dynatrace, Inc.

Technology
6.17K
+ 12.84%
$40.49 - $53.47 $250K - $330K
54.2K $2.9M
LGOV
First Tr ETF Iv Long Duration

ETFs
27.6K
+ 28.97%
$20.77 - $22.83 $574K - $630K
123K $2.75M
ACM
Aecom

Industrials
7.26K
New
$82.37 - $103.25 $598K - $750K
7.26K $749K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
805
+ 1.78%
$210.25 - $231.86 $169K - $187K
46.1K $10.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.4K
+ 27.68%
$48.06 - $49.39 $645K - $663K
61.9K $3.05M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.7K
+ 6.12%
$28.11 - $29.42 $413K - $433K
255K $7.49M
EDV
Vanguard Extended Duration Tre

ETFs
7.46K
+ 46.22%
$70.73 - $83.52 $527K - $623K
23.6K $1.88M
SPG
Simon Property Group Inc

Real Estate
1.31K
+ 4.86%
$146.09 - $170.11 $191K - $223K
28.3K $4.78M
PFE
Pfizer Inc

Healthcare
4.04K
+ 0.7%
$27.7 - $31.39 $112K - $127K
579K $16.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.5K
+ 11.86%
$23.78 - $25.04 $512K - $539K
203K $5.09M
EME
Emcor Group, Inc.

Industrials
1.02K
+ 29.11%
$340.22 - $435.6 $345K - $442K
4.5K $1.94M
SSO
Proshares Ultra S&P 500

ETFs
7.32K
New
$73.92 - $90.17 $541K - $660K
7.32K $659K
VDC
Vanguard Consumer Staples ETF

ETFs
383
+ 1.04%
$201.77 - $221.32 $77.3K - $84.8K
37.4K $8.16M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
3.4K
New
$162.45 - $195.17 $553K - $664K
3.4K $649K
VGIT
Vanguard Intermediate Term Tre

ETFs
8.79K
+ 16.34%
$57.8 - $60.8 $508K - $534K
62.6K $3.78M
AVLV
American Centy ETF Tr Avantis
9.5K
+ 186.82%
$60.05 - $65.83 $570K - $625K
14.6K $960K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.7K
New
$25.21 - $28.46 $572K - $646K
22.7K $639K
GWW
W.W. Grainger, Inc.

Industrials
87
+ 2.19%
$896.19 - $1044.18 $78K - $90.8K
4.06K $4.22M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.67K
+ 2.73%
$47.72 - $53.81 $175K - $197K
138K $7.35M
CDNS
Cadence Design Systems Inc

Technology
6.27K
+ 21.44%
$246.84 - $321.11 $1.55M - $2.01M
35.5K $9.63M
TRP
Tc Energy Corp

Energy
68
+ 0.11%
$37.48 - $47.9 $2.55K - $3.26K
64.6K $3.07M
RSG
Republic Services, Inc.

Industrials
1.16K
+ 1.97%
$189.34 - $208.21 $219K - $240K
59.8K $12M
FXU
First Tr Exchange Traded Fd Ut

ETFs
14.6K
+ 223.93%
$32.72 - $38.48 $478K - $562K
21.1K $812K
FTNT
Fortinet, Inc.

Technology
1.65K
+ 6.2%
$55.39 - $77.55 $91.5K - $128K
28.3K $2.19M
FITB
Fifth Third Bancorp

Financial Services
540
+ 0.61%
$36.01 - $43.64 $19.4K - $23.6K
88.5K $3.79M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
7.11K
+ 24.83%
$60.25 - $66.85 $428K - $475K
35.7K $2.36M
CW
Curtiss Wright Corp

Industrials
1.38K
+ 72.25%
$265.18 - $332.22 $366K - $458K
3.29K $1.08M
HRL
Hormel Foods Corp

Consumer Defensive
14.8K
+ 19.12%
$30.04 - $33.14 $444K - $490K
92.2K $2.92M
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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