Envestnet Portfolio Solutions, Inc. Sells in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WBS
Webster Financial Corp

Financial Services
-398
- 4.27%
$42.49 - $49.62 $16.9K - $19.7K
8.92K $415K
DFAE
Dimensional ETF Tr

ETFs
-317
- 2.81%
$24.46 - $27.82 $7.75K - $8.82K
11K $300K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.6K
- 2.96%
$27.8 - $29.26 $44.4K - $46.8K
52.4K $1.52M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-203
- 1.45%
$66.55 - $74.93 $13.5K - $15.2K
13.8K $994K
MOD
Modine Manufacturing CO

Consumer Cyclical
-429
- 20.59%
$94.6 - $133.72 $40.6K - $57.4K
1.66K $219K
SANM
Sanmina Corp

Technology
-13
- 0.24%
$62.98 - $75.33 $819 - $979
5.36K $366K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-162
- 6.0%
$186.75 - $211.16 $30.3K - $34.2K
2.54K $526K
SAIC
Science Applications International Corp

Technology
-177
- 10.34%
$113.4 - $139.27 $20.1K - $24.7K
1.53K $213K
DFAU
Dimensional ETF Tr

ETFs
-499
- 3.4%
$35.8 - $39.69 $17.9K - $19.8K
14.2K $561K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
-415
- 3.48%
$24.09 - $26.58 $10K - $11K
11.5K $305K
IDU
Ishares Tr U S Utils ETF

ETFs
-202
- 8.63%
$87.2 - $102.21 $17.6K - $20.6K
2.14K $218K
AOR
Ishares Tr Core Growth Allocat

ETFs
-210
- 2.28%
$55.15 - $59.31 $11.6K - $12.5K
9.01K $533K
GIS
General Mills Inc

Consumer Defensive
-2.03K
- 13.0%
$62.5 - $75.15 $127K - $152K
13.6K $1M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-74
- 0.45%
$49.07 - $50.44 $3.63K - $3.73K
16.5K $830K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-133
- 4.43%
$97.66 - $119.74 $13K - $15.9K
2.87K $320K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.16K
- 9.15%
$39.95 - $45.86 $46.2K - $53.1K
11.5K $524K
AES
Aes Corp

Utilities
-1.62K
- 8.38%
$16.18 - $20.07 $26.1K - $32.4K
17.7K $354K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-144
- 1.42%
$22.11 - $24.64 $3.18K - $3.55K
10K $243K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-144
- 4.3%
$104.5 - $114.97 $15K - $16.6K
3.21K $367K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-361
- 5.74%
$72.01 - $84.34 $26K - $30.4K
5.93K $481K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-89
- 0.1%
$19.74 - $20.07 $1.76K - $1.79K
86.3K $1.73M
UDR
Udr, Inc.

Real Estate
-247
- 3.43%
$39.96 - $47.13 $9.87K - $11.6K
6.96K $315K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-515
- 11.9%
$112.12 - $149.09 $57.7K - $76.8K
3.81K $564K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-6.03K
- 7.71%
$37.41 - $41.75 $226K - $252K
72.2K $3.01M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-128
- 0.53%
$22.43 - $24.11 $2.87K - $3.09K
24.2K $583K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-311
- 4.24%
$130.03 - $143.03 $40.4K - $44.5K
7.03K $1M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-67
- 1.9%
$119.93 - $131.26 $8.04K - $8.79K
3.46K $451K
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
-234
- 2.04%
$28.01 - $31.42 $6.55K - $7.35K
11.2K $348K
FJP
First Trust Japan Alphadex Fun

ETFs
-439
- 2.73%
$46.62 - $54.91 $20.5K - $24.1K
15.6K $847K
CPB
Campbell Soup CO

Consumer Defensive
-713
- 4.72%
$45.01 - $51.89 $32.1K - $37K
14.4K $704K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-420
- 2.22%
$37.39 - $41.59 $15.7K - $17.5K
18.5K $769K
JWN
Nordstrom Inc

Consumer Cyclical
-17
- 0.1%
$21.09 - $23.82 $359 - $405
17.7K $398K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3.19K
- 1.63%
$73.86 - $84.2 $236K - $269K
192K $15.9M
SLV
I Shares Silver Trust

ETFs
-722
- 3.04%
$24.33 - $29.38 $17.6K - $21.2K
23K $654K
STAG
Stag Industrial, Inc.

Real Estate
-649
- 4.04%
$35.42 - $40.98 $23K - $26.6K
15.4K $602K
DFAX
Dimensional ETF Tr
-322
- 1.57%
$24.29 - $27.25 $7.82K - $8.77K
20.2K $545K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-5
- 0.07%
$48.89 - $54.14 $244 - $271
6.72K $358K
RMD
Resmed Inc

Healthcare
-514
- 18.02%
$186.94 - $252.92 $96.1K - $130K
2.34K $570K
EQC
Equity Commonwealth

Real Estate
-387
- 0.6%
$19.14 - $20.41 $7.41K - $7.9K
64.4K $1.28M
KCE
Spdr S&P Capital Markets ETF

ETFs
-298
- 7.0%
$110.03 - $126.01 $32.8K - $37.6K
3.96K $494K
MFC
Manulife Financial Corp

Financial Services
-216
- 1.89%
$24.13 - $29.63 $5.21K - $6.4K
11.2K $330K
BHE
Benchmark Electronics Inc

Technology
-219
- 2.87%
$38.68 - $47.87 $8.47K - $10.5K
7.41K $328K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-68
- 0.2%
$51.0 - $52.05 $3.47K - $3.54K
34.7K $1.8M
MMS
Maximus, Inc.

Industrials
-207
- 3.21%
$84.08 - $93.17 $17.4K - $19.3K
6.24K $581K
HSY
Hershey CO

Consumer Defensive
-385
- 2.96%
$182.45 - $203.25 $70.2K - $78.3K
12.6K $2.42M
FSS
Federal Signal Corp

Industrials
-8
- 0.27%
$82.35 - $99.97 $659 - $800
2.99K $279K
PCG
Pg&E Corp

Utilities
-884
- 4.27%
$17.08 - $20.6 $15.1K - $18.2K
19.8K $391K
UBS
Ubs Group Ag

Financial Services
-1.35K
- 2.55%
$27.97 - $31.42 $37.6K - $42.3K
51.4K $1.59M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-142
- 2.4%
$85.03 - $94.56 $12.1K - $13.4K
5.77K $537K
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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