A detailed history of Pathstone Holdings, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 4,822 shares of ENV stock, worth $302,001. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,822
Previous 3,866 24.73%
Holding current value
$302,001
Previous $223,000 34.98%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$56.54 - $69.09 $54,052 - $66,050
956 Added 24.73%
4,822 $301,000
Q1 2024

May 13, 2024

BUY
$48.28 - $57.91 $186,650 - $223,880
3,866 New
3,866 $223,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.46B
  • Description
  • Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...
More about ENV
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