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
QDEL
Quidel Ortho Corp

Healthcare
6.07K
New
$29.96 - $46.4 $182K - $282K
6.07K $276K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
20.5K
+ 31.27%
$9.55 - $11.13 $196K - $229K
86.2K $934K
RLI
Rli Corp

Financial Services
1.78K
New
$137.07 - $154.98 $244K - $276K
1.78K $275K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.86K
New
$63.6 - $76.23 $245K - $294K
3.86K $275K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.79K
New
$64.0 - $72.54 $243K - $275K
3.79K $274K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.21K
+ 2.07%
$85.48 - $98.39 $103K - $119K
59.4K $5.74M
CL
Colgate Palmolive CO

Consumer Defensive
874
+ 3.26%
$95.54 - $108.77 $83.5K - $95.1K
27.7K $2.87M
WDC
Western Digital Corp

Technology
6.83K
+ 26.25%
$56.25 - $80.24 $384K - $548K
32.8K $2.24M
SWK
Stanley Black & Decker, Inc.

Industrials
2.48K
New
$77.75 - $110.17 $192K - $273K
2.48K $272K
G
Genpact LTD

Technology
6.95K
New
$30.96 - $39.45 $215K - $274K
6.95K $272K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
4.23K
+ 121.65%
$59.66 - $72.78 $252K - $308K
7.71K $491K
BCE
Bce Inc

Communication Services
575
+ 0.56%
$31.33 - $36.08 $18K - $20.7K
104K $3.61M
GQRE
Flexshares Tr Global Quality R

ETFs
418
+ 1.33%
$54.18 - $62.97 $22.6K - $26.3K
31.9K $1.98M
CWEN
Clearway Energy, Inc.

Utilities
8.72K
New
$24.11 - $30.68 $210K - $268K
8.72K $267K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
120
+ 0.18%
$73.78 - $81.92 $8.85K - $9.83K
68K $5.57M
AZN
Astrazeneca PLC

Healthcare
3.54K
+ 2.6%
$76.67 - $87.62 $271K - $310K
140K $10.9M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3.38K
New
$70.42 - $80.82 $238K - $273K
3.38K $264K
FSK
Fs Kkr Capital Corp

Financial Services
13.4K
New
$18.74 - $20.43 $250K - $273K
13.4K $263K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.77K
+ 23.49%
$42.54 - $47.97 $203K - $229K
25K $1.19M
EXPO
Exponent Inc

Industrials
27
+ 0.21%
$93.45 - $115.28 $2.52K - $3.11K
12.9K $1.49M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.73K
+ 106.34%
$75.81 - $88.73 $207K - $243K
5.31K $469K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.31K
+ 2.97%
$45.2 - $47.87 $104K - $110K
79.9K $3.8M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.78K
New
$42.73 - $44.94 $247K - $260K
5.78K $259K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.46K
+ 44.85%
$97.96 - $124.99 $143K - $183K
4.72K $588K
GEF
Greif, Inc

Consumer Cyclical
4.13K
New
$56.02 - $66.68 $231K - $276K
4.13K $258K
CHKP
Check Point Software Technologies LTD

Technology
382
+ 5.79%
$165.0 - $195.47 $63K - $74.7K
6.99K $1.35M
NDSN
Nordson Corp

Industrials
171
+ 2.52%
$225.0 - $262.63 $38.5K - $44.9K
6.97K $1.83M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.98K
+ 81.11%
$44.46 - $48.11 $222K - $240K
11.1K $535K
KBE
Spdr S&P Bank ETF

ETFs
4.77K
New
$45.47 - $54.71 $217K - $261K
4.77K $252K
AVES
American Centy ETF Tr Avantis

ETFs
4.81K
New
$46.0 - $52.55 $221K - $253K
4.81K $251K
IBKR
Interactive Brokers Group, Inc.

Financial Services
421
+ 3.71%
$108.65 - $139.41 $45.7K - $58.7K
11.8K $1.64M
WEX
Wex Inc.

Technology
988
+ 74.12%
$168.01 - $209.77 $166K - $207K
2.32K $486K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.35K
New
$37.64 - $39.51 $239K - $251K
6.35K $250K
LUV
Southwest Airlines CO

Industrials
8.42K
New
$23.7 - $29.93 $200K - $252K
8.42K $249K
DFIV
Dimensional ETF Tr

ETFs
544
+ 0.51%
$34.66 - $38.38 $18.9K - $20.9K
106K $4.05M
TRGP
Targa Resources Corp.

Energy
1.68K
New
$127.86 - $156.46 $214K - $262K
1.68K $248K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.59K
+ 1.06%
$20.81 - $21.7 $53.9K - $56.2K
246K $5.35M
FNF
Fidelity National Financial, Inc.

Financial Services
436
+ 2.52%
$48.08 - $62.04 $21K - $27K
17.8K $1.1M
IYH
Ishares Tr

ETFs
3.77K
New
$60.29 - $66.38 $227K - $250K
3.77K $245K
MIDD
Middleby Corp

Industrials
1.54K
+ 84.03%
$119.13 - $144.82 $184K - $223K
3.38K $469K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.53K
New
$74.21 - $96.5 $188K - $244K
2.53K $243K
JKHY
Henry Jack & Associates Inc

Technology
769
+ 7.62%
$160.87 - $177.06 $124K - $136K
10.9K $1.92M
AFG
American Financial Group Inc

Financial Services
1.8K
New
$119.65 - $137.03 $216K - $247K
1.8K $242K
NUE
Nucor Corp

Basic Materials
1.97K
+ 28.76%
$137.77 - $166.14 $271K - $326K
8.8K $1.32M
MKTX
Marketaxess Holdings Inc

Financial Services
942
New
$193.39 - $261.08 $182K - $246K
942 $241K
RNR
Renaissancere Holdings LTD

Financial Services
113
+ 2.62%
$211.47 - $272.21 $23.9K - $30.8K
4.42K $1.2M
EXR
Extra Space Storage Inc.

Real Estate
49
+ 0.52%
$151.92 - $183.06 $7.44K - $8.97K
9.44K $1.7M
ENV
Envestnet, Inc.

Technology
3.82K
New
$61.13 - $63.25 $234K - $242K
3.82K $239K
BWXT
Bwx Technologies, Inc.

Industrials
2.21K
New
$92.38 - $108.7 $204K - $240K
2.21K $239K
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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