Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDMO
Fidelity Covington Tr Momentum

ETFs
5.43K
+ 52.37%
$58.85 - $66.21 $320K - $360K
15.8K $1.05M
SMG
Scotts Miracle Gro CO

Basic Materials
309
+ 1.91%
$61.06 - $86.7 $18.9K - $26.8K
16.5K $1.43M
CBOE
Cboe Global Markets, Inc.

Financial Services
684
+ 9.84%
$168.57 - $213.65 $115K - $146K
7.64K $1.56M
JLL
Jones Lang Lasalle Inc

Real Estate
834
+ 36.82%
$198.7 - $272.0 $166K - $227K
3.1K $836K
SRE
Sempra Energy

Utilities
2.11K
+ 8.24%
$74.97 - $84.04 $158K - $178K
27.8K $2.32M
PTC
Ptc Inc.

Technology
2.06K
+ 77.36%
$164.85 - $187.32 $339K - $385K
4.72K $852K
LNG
Cheniere Energy, Inc.

Energy
1.93K
+ 54.06%
$172.24 - $186.09 $332K - $359K
5.5K $989K
VONE
Vanguard Russell 1000 ETF

ETFs
578
+ 3.79%
$234.0 - $260.07 $135K - $150K
15.8K $4.12M
BXP
Boston Properties Inc

Real Estate
1.41K
+ 10.65%
$60.3 - $82.49 $84.8K - $116K
14.6K $1.18M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
18K
+ 64.78%
$18.36 - $19.08 $331K - $344K
45.9K $874K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
275
+ 4.67%
$523.84 - $572.02 $144K - $157K
6.16K $3.51M
FDS
Factset Research Systems Inc

Financial Services
466
+ 16.66%
$397.04 - $469.48 $185K - $219K
3.26K $1.5M
NEM
Newmont Corp

Basic Materials
1.63K
+ 7.01%
$41.65 - $55.85 $67.9K - $91.1K
24.9K $1.33M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.93K
+ 75.46%
$53.07 - $62.66 $262K - $309K
11.5K $705K
FQAL
Fidelity Covington Tr Quality

ETFs
5.01K
+ 61.63%
$58.92 - $64.9 $295K - $325K
13.1K $852K
FLEX
Flex Ltd.

Technology
2.86K
+ 4.32%
$28.1 - $34.0 $80.3K - $97.2K
69K $2.3M
SGOL
Abrdn Gold ETF Trust

ETFs
9.81K
+ 26.95%
$22.26 - $25.51 $218K - $250K
46.2K $1.16M
IHDG
Wisdomtree Tr

ETFs
7.32K
+ 4.78%
$42.42 - $46.78 $311K - $343K
161K $7.34M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
6.91K
+ 90.87%
$49.83 - $50.72 $344K - $350K
14.5K $735K
AZPN
Aspen Technology, Inc.

Technology
540
+ 9.85%
$172.9 - $239.26 $93.4K - $129K
6.02K $1.44M
PLTR
Palantir Technologies Inc.

Technology
2.96K
+ 14.86%
$24.09 - $37.95 $71.2K - $112K
22.9K $850K
IGLB
Ishares 10+ Year Investment Gr

ETFs
755
+ 0.88%
$49.38 - $54.19 $37.3K - $40.9K
86.9K $4.66M
AVDV
American Centy ETF Tr Avantis

ETFs
4.04K
+ 39.04%
$62.52 - $71.12 $252K - $287K
14.4K $1.02M
VICI
Vici Properties Inc.

Real Estate
3.38K
+ 6.95%
$27.64 - $34.08 $93.4K - $115K
52K $1.73M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.69K
+ 10.16%
$93.14 - $105.12 $157K - $178K
18.3K $1.92M
LEN
Lennar Corp

Consumer Cyclical
560
+ 9.11%
$142.5 - $192.45 $79.8K - $108K
6.71K $1.26M
BALL
Ball Corp

Consumer Cyclical
3.29K
+ 23.2%
$58.86 - $67.91 $194K - $224K
17.5K $1.19M
DD
Du Pont De Nemours, Inc.

Basic Materials
26
+ 0.07%
$77.22 - $89.49 $2.01K - $2.33K
38.5K $3.43M
WAT
Waters Corp

Healthcare
399
+ 14.75%
$282.7 - $359.89 $113K - $144K
3.11K $1.12M
FV
First Trust Dorsey Wright Focu

ETFs
5.39K
+ 34.28%
$51.35 - $59.82 $277K - $323K
21.1K $1.23M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.94K
+ 1.13%
$47.95 - $49.61 $93.1K - $96.3K
174K $8.59M
LYG
Lloyds Banking Group PLC

Financial Services
70K
+ 24.16%
$2.73 - $3.17 $191K - $222K
360K $1.12M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.76K
+ 13.31%
$95.81 - $109.03 $168K - $192K
15K $1.61M
OTIS
Otis Worldwide Corp

Industrials
1.44K
+ 6.58%
$91.43 - $104.43 $132K - $151K
23.4K $2.43M
HLI
Houlihan Lokey, Inc.

Financial Services
313
+ 2.69%
$134.11 - $161.99 $42K - $50.7K
11.9K $1.89M
MC
Moelis & CO

Financial Services
3.89K
+ 86.86%
$57.14 - $70.62 $222K - $275K
8.37K $573K
VONV
Vanguard Russell 1000 Value Et

ETFs
49
+ 0.11%
$76.07 - $83.33 $3.73K - $4.08K
45.3K $3.77M
XPO
Xpo Logistics, Inc.

Industrials
2.83K
+ 66.56%
$101.15 - $125.11 $286K - $353K
7.07K $759K
AVTR
Avantor, Inc.

Basic Materials
1.54K
+ 2.68%
$20.58 - $27.7 $31.8K - $42.8K
59.1K $1.53M
CUBE
Cube Smart

Real Estate
2.74K
+ 14.79%
$43.74 - $54.55 $120K - $149K
21.3K $1.14M
ITA
Ishares Tr

ETFs
1.64K
+ 45.67%
$131.58 - $149.64 $216K - $245K
5.23K $782K
FAST
Fastenal CO

Industrials
1.14K
+ 4.36%
$62.09 - $71.83 $71K - $82.1K
27.4K $1.95M
LII
Lennox International Inc

Industrials
80
+ 2.16%
$523.72 - $620.83 $41.9K - $49.7K
3.79K $2.29M
XLK
Technology Sector Spdr

ETFs
1.45K
+ 2.67%
$197.34 - $237.68 $287K - $346K
55.9K $12.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.08K
+ 1.77%
$46.9 - $51.96 $50.6K - $56K
62K $3.19M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
3.63K
+ 19.67%
$43.9 - $52.34 $159K - $190K
22.1K $1.13M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
366
+ 4.8%
$72.18 - $107.33 $26.4K - $39.3K
7.99K $847K
NVR
Nvr Inc

Consumer Cyclical
3
+ 2.52%
$7421.51 - $9811.8 $22.3K - $29.4K
122 $1.2M
AWK
American Water Works Company, Inc.

Utilities
883
+ 9.23%
$127.76 - $149.9 $113K - $132K
10.5K $1.53M
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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