Envestnet Portfolio Solutions, Inc. Northern Lts Fd Tr Iv Inspire Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 20,226 shares of BLES stock, worth $848,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,226

Previous 20,312 0.42%

Holding current value

$848,480

Previous $766,000 7.18%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$33.42 - $40.68 $2,874 - $3,498	-86 Reduced 0.42%	20,226 $821,000
Q1 2025 Apr 21, 2025	BUY	$36.86 - $39.26 $228,458 - $243,333	6,198 Added 43.91%	20,312 $766,000
Q4 2024 Feb 10, 2025	BUY	$36.95 - $39.5 $35,472 - $37,920	960 Added 7.3%	14,114 $522,000
Q3 2024 Oct 31, 2024	SELL	$35.93 - $39.64 $281,403 - $310,460	-7,832 Reduced 37.32%	13,154 $519,000
Q2 2024 Jul 16, 2024	BUY	$35.55 - $38.08 $397,804 - $426,115	11,190 Added 114.23%	20,986 $766,000
Q1 2024 May 06, 2024	BUY	$34.22 - $37.59 $22,243 - $24,433	650 Added 7.11%	9,796 $368,000
Q4 2023 Feb 07, 2024	BUY	$30.16 - $35.84 $84,809 - $100,782	2,812 Added 44.4%	9,146 $326,000
Q3 2023 Nov 13, 2023	BUY	$31.54 - $34.88 $199,774 - $220,929	6,334 New	6,334 $201,000

Others Institutions Holding BLES

# of Institutions

Shares Held

2.36M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV INSPIRE

Ticker BLES
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Envestnet Portfolio Solutions, Inc. Northern Lts Fd Tr Iv Inspire Transaction History