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
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
3.62K
+ 7.18%
$17.5 - $22.47 $63.3K - $81.3K
54K $1.13M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.22K
+ 42.61%
$107.98 - $143.92 $132K - $176K
4.09K $549K
SGOL
Abrdn Gold ETF Trust

ETFs
9.31K
+ 20.13%
$24.46 - $26.62 $228K - $248K
55.5K $1.39M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.59K
+ 60.57%
$28.48 - $29.56 $216K - $224K
20.1K $589K
TRU
Trans Union

Industrials
3.77K
+ 35.8%
$92.71 - $108.67 $350K - $410K
14.3K $1.33M
VNT
Vontier Corp

Technology
6.16K
New
$33.03 - $40.45 $203K - $249K
6.16K $224K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.72K
+ 36.08%
$97.29 - $122.68 $557K - $702K
21.6K $2.11M
GBDC
Golub Capital Bdc, Inc.

Financial Services
14.7K
New
$14.69 - $15.67 $216K - $230K
14.7K $222K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.1K
+ 12.81%
$24.19 - $24.63 $243K - $248K
88.6K $2.14M
JBT
John Bean Technologies Corp

Industrials
1.16K
+ 45.46%
$94.76 - $131.66 $110K - $153K
3.72K $472K
CABO
Cable One, Inc.

Communication Services
610
New
$316.06 - $425.99 $193K - $260K
610 $220K
TM
Toyota Motor Corp

Consumer Cyclical
797
+ 19.6%
$169.2 - $199.52 $135K - $159K
4.86K $946K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
313
+ 6.19%
$340.59 - $380.5 $107K - $119K
5.37K $1.97M
ES
Eversource Energy

Utilities
3.83K
New
$55.9 - $67.73 $214K - $259K
3.83K $219K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
11.7K
+ 13.56%
$19.8 - $20.06 $232K - $235K
98K $1.94M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.29K
+ 51.92%
$40.75 - $44.85 $216K - $237K
15.5K $638K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.34K
New
$39.78 - $41.04 $212K - $219K
5.34K $216K
TGTX
Tg Therapeutics, Inc.

Healthcare
7.18K
New
$21.31 - $35.09 $153K - $252K
7.18K $216K
FPX
First Trust Us Equity Opportun

ETFs
1.81K
New
$109.38 - $131.9 $198K - $238K
1.81K $215K
IX
Orix Corp

Financial Services
2.02K
New
$104.38 - $117.09 $211K - $237K
2.02K $215K
FHB
First Hawaiian, Inc.

Financial Services
8.27K
New
$22.33 - $28.3 $185K - $234K
8.27K $214K
OVV
Ovintiv Inc.

Energy
5.3K
New
$37.74 - $46.71 $200K - $248K
5.3K $214K
AMBA
Ambarella Inc

Technology
2.94K
New
$54.22 - $76.22 $159K - $224K
2.94K $213K
COIN
Coinbase Global, Inc.

Technology
232
+ 10.43%
$163.17 - $343.62 $37.9K - $79.7K
2.46K $609K
FMC
Fmc Corp

Basic Materials
4.4K
New
$47.86 - $66.62 $210K - $293K
4.4K $213K
PSTG
Pure Storage, Inc.

Technology
1.6K
+ 15.68%
$48.19 - $66.6 $77.2K - $107K
11.8K $725K
WAT
Waters Corp

Healthcare
482
+ 15.52%
$323.11 - $392.01 $156K - $189K
3.59K $1.33M
ZS
Zscaler, Inc.

Technology
1.18K
New
$166.99 - $211.99 $197K - $250K
1.18K $213K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.02K
New
$42.35 - $47.59 $213K - $239K
5.02K $212K
NTRS
Northern Trust Corp

Financial Services
2.06K
New
$88.4 - $111.16 $182K - $229K
2.06K $211K
ALLY
Ally Financial Inc.

Financial Services
5.79K
New
$34.12 - $39.98 $198K - $232K
5.79K $208K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.97K
New
$26.01 - $28.19 $207K - $225K
7.97K $208K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.91K
New
$26.16 - $29.13 $207K - $230K
7.91K $207K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.2K
+ 12.22%
$98.47 - $109.35 $315K - $350K
29.4K $2.9M
DOV
Dover Corp

Industrials
1.45K
+ 9.14%
$184.72 - $206.51 $268K - $299K
17.3K $3.24M
FOXA
Fox Corp

Communication Services
4.24K
New
$41.35 - $49.99 $175K - $212K
4.24K $206K
UYG
Proshares Ultra Financials

ETFs
2.4K
New
$75.09 - $96.7 $180K - $232K
2.4K $205K
TDS
Telephone & Data Systems Inc

Communication Services
6.02K
New
$22.86 - $35.22 $138K - $212K
6.02K $205K
AVAV
Aero Vironment Inc

Industrials
1.33K
New
$153.72 - $235.17 $204K - $312K
1.33K $204K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
10.2K
New
$18.24 - $21.74 $187K - $223K
10.2K $203K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.27K
+ 4.66%
$50.73 - $51.08 $217K - $218K
95.9K $4.88M
OGE
Oge Energy Corp.

Utilities
4.93K
New
$39.65 - $44.08 $196K - $217K
4.93K $203K
SRE
Sempra Energy

Utilities
1.01K
+ 3.65%
$80.81 - $94.77 $81.9K - $96K
28.8K $2.52M
OZK
Bank Ozk

Financial Services
4.54K
New
$41.39 - $50.55 $188K - $229K
4.54K $202K
CTS
Cts Corp

Technology
3.84K
New
$46.79 - $58.97 $180K - $226K
3.84K $202K
ALB
Albemarle Corp

Basic Materials
5.38K
+ 17.68%
$86.08 - $111.3 $463K - $599K
35.8K $3.08M
BWA
Borgwarner Inc

Consumer Cyclical
7.72K
+ 79.08%
$31.48 - $35.49 $243K - $274K
17.5K $555K
UFPT
Ufp Technologies Inc

Healthcare
821
New
$238.73 - $346.29 $196K - $284K
821 $200K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
268
+ 1.86%
$170.03 - $192.78 $45.6K - $51.7K
14.7K $2.71M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email