Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-35.4K
- 5.64%
$71.01 - $78.81 $2.51M - $2.79M
592K $46.6M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-7.83K
- 37.32%
$35.93 - $39.64 $281K - $310K
13.2K $519K
PSTG
Pure Storage, Inc.

Technology
-1.44K
- 12.39%
$45.73 - $67.71 $66K - $97.7K
10.2K $512K
DNL
Wiswisdomtree Tr

ETFs
-6.44K
- 10.0%
$36.65 - $40.81 $236K - $263K
58K $2.28M
MCHI
Ishares Msci China ETF

ETFs
-10.4K
- 29.91%
$40.43 - $50.98 $421K - $530K
24.4K $1.24M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-14.1K
- 25.68%
$12.67 - $14.36 $178K - $202K
40.7K $546K
PPG
Ppg Industries Inc

Basic Materials
-1.97K
- 31.22%
$118.32 - $134.55 $233K - $265K
4.34K $575K
EA
Electronic Arts Inc.

Communication Services
-2.3K
- 8.58%
$137.32 - $151.82 $316K - $350K
24.5K $3.52M
HUBS
Hubspot Inc

Technology
-235
- 15.18%
$450.09 - $592.58 $106K - $139K
1.31K $697K
UPS
United Parcel Service Inc

Industrials
-1.35K
- 2.54%
$123.32 - $147.38 $167K - $199K
51.8K $7.06M
CCOR
Listed Fds Tr Core Alternative

ETFs
-15.3K
- 17.41%
$24.72 - $27.8 $378K - $425K
72.6K $1.99M
RTO
Rentokil Initial PLC

Industrials
-3.1K
- 11.81%
$24.2 - $32.96 $75K - $102K
23.2K $577K
QLYS
Qualys, Inc.

Technology
-732
- 11.03%
$120.88 - $149.14 $88.5K - $109K
5.91K $758K
CHRD
Oasis Petroleum Inc.

Energy
-295
- 7.57%
$128.01 - $176.98 $37.8K - $52.2K
3.6K $469K
EQNR
Equinor Asa

Energy
-4.94K
- 27.24%
$24.19 - $29.0 $119K - $143K
13.2K $333K
CNQ
Canadian Natural Resources LTD

Energy
-2.95K
- 8.7%
$31.97 - $37.41 $94.4K - $111K
31K $1.03M
BIIB
Biogen Inc.

Healthcare
-238
- 6.77%
$189.07 - $236.8 $45K - $56.4K
3.28K $634K
CRL
Charles River Laboratories International, Inc.

Healthcare
-429
- 4.42%
$187.96 - $245.29 $80.6K - $105K
9.28K $1.83M
CLH
Clean Harbors Inc

Industrials
-920
- 31.87%
$219.55 - $249.19 $202K - $229K
1.97K $475K
RWO
Spdr Dow Jones Global Real Est

ETFs
-5.71K
- 36.06%
$41.23 - $48.48 $235K - $277K
10.1K $480K
SUB
Ishares Short Term National Mu

ETFs
-2.81K
- 3.73%
$104.3 - $106.3 $293K - $298K
72.5K $7.7M
SNOW
Snowflake Inc.

Technology
-35
- 0.42%
$108.56 - $143.02 $3.8K - $5.01K
8.31K $954K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.3K
- 5.19%
$114.73 - $120.23 $493K - $517K
78.5K $9.39M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-3.69K
- 13.03%
$69.61 - $79.56 $257K - $294K
24.6K $1.93M
ASX
Ase Technology Holding Co., Ltd.

Technology
-7.22K
- 12.25%
$8.6 - $12.5 $62.1K - $90.3K
51.7K $504K
CRM
Salesforce, Inc.

Technology
-4.27K
- 7.03%
$238.42 - $276.53 $1.02M - $1.18M
56.4K $15.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-9.24K
- 15.38%
$32.65 - $36.69 $302K - $339K
50.8K $1.85M
GPC
Genuine Parts CO

Consumer Cyclical
-1.18K
- 13.77%
$131.04 - $147.11 $154K - $173K
7.38K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
-3.33K
- 16.28%
$201.87 - $242.35 $672K - $807K
17.1K $4.01M
LKQ
Lkq Corp

Consumer Cyclical
-2.99K
- 17.62%
$38.47 - $46.03 $115K - $137K
14K $556K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-8.74K
- 9.51%
$9.27 - $11.62 $81K - $102K
83.1K $845K
HDB
Hdfc Bank LTD

Financial Services
-1.52K
- 5.29%
$58.04 - $66.97 $88.2K - $102K
27.2K $1.7M
CSL
Carlisle Companies Inc

Industrials
-503
- 27.2%
$376.5 - $449.34 $189K - $226K
1.35K $604K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-6.32K
- 1.45%
$20.69 - $21.17 $131K - $134K
429K $9.01M
TM
Toyota Motor Corp

Consumer Cyclical
-179
- 4.22%
$167.18 - $207.59 $29.9K - $37.2K
4.07K $726K
DE
Deere & CO

Industrials
-1.65K
- 13.19%
$344.84 - $418.0 $570K - $691K
10.9K $4.54M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-4.51K
- 9.44%
$48.4 - $50.91 $218K - $230K
43.2K $2.19M
EPAM
Epam Systems, Inc.

Technology
-649
- 11.84%
$185.58 - $185.58 $120K - $120K
4.83K $897K
CSGP
Costar Group, Inc.

Real Estate
-2.64K
- 5.01%
$71.59 - $79.61 $189K - $210K
50K $3.78M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-5.48K
- 30.54%
$28.91 - $32.54 $158K - $178K
12.5K $402K
MRO
Marathon Oil Corp

Energy
-3.14K
- 15.63%
$25.87 - $29.26 $81.3K - $92K
17K $451K
GPS
Gap Inc

Consumer Cyclical
-317
- 1.0%
$19.42 - $24.62 $6.16K - $7.8K
31.5K $635K
ADI
Analog Devices Inc

Technology
-1.14K
- 1.54%
$200.56 - $243.33 $229K - $278K
72.9K $16.8M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-3.92K
- 24.79%
$36.78 - $39.02 $144K - $153K
11.9K $464K
WSO
Watsco Inc

Industrials
-495
- 11.27%
$448.73 - $519.89 $222K - $257K
3.9K $1.92M
TTE
Total Energies Se

Energy
-3.92K
- 4.97%
$68.61 - $68.61 $269K - $269K
74.8K $5.13M
KHC
Kraft Heinz CO

Consumer Defensive
-7.86K
- 14.22%
$31.86 - $36.13 $251K - $284K
47.4K $1.67M
F
Ford Motor CO

Consumer Cyclical
-2.48K
- 5.52%
$9.71 - $14.55 $24.1K - $36.1K
42.5K $448K
ITM
Vaneck Intermediate Muni ETF

ETFs
-2.61K
- 24.55%
$45.67 - $47.0 $119K - $123K
8.03K $376K
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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