A detailed history of Captrust Financial Advisors transactions in Envestnet, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 5,859 shares of ENV stock, worth $368,648. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,859
Previous 8,077 27.46%
Holding current value
$368,648
Previous $467,000 21.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024

SELL
$56.54 - $69.09 $125,405 - $153,241
-2,218 Reduced 27.46%
5,859 $366,000
Q1 2024

May 15, 2024

BUY
$48.28 - $57.91 $110,754 - $132,845
2,294 Added 39.67%
8,077 $467,000
Q4 2023

Feb 14, 2024

SELL
$33.55 - $49.8 $42,574 - $63,196
-1,269 Reduced 17.99%
5,783 $286,000
Q3 2023

Nov 14, 2023

BUY
$43.16 - $63.05 $304,364 - $444,628
7,052 New
7,052 $310,000
Q2 2022

Aug 23, 2022

SELL
$52.71 - $83.57 $20,609 - $32,675
-391 Reduced 19.77%
1,587 $84,000
Q2 2022

Aug 16, 2022

SELL
$52.71 - $83.57 $32,627 - $51,729
-619 Reduced 23.84%
1,978 $104,000
Q1 2022

May 16, 2022

BUY
$66.01 - $80.6 $9,109 - $11,122
138 Added 5.61%
2,597 $193,000
Q4 2021

Feb 14, 2022

BUY
$75.93 - $85.32 $8,883 - $9,982
117 Added 5.0%
2,459 $195,000
Q3 2021

Nov 16, 2021

SELL
$72.19 - $80.24 $71,756 - $79,758
-994 Reduced 29.8%
2,342 $188,000
Q2 2021

Aug 16, 2021

SELL
$65.18 - $79.49 $119,344 - $145,546
-1,831 Reduced 35.44%
3,336 $253,000
Q1 2021

May 17, 2021

BUY
$64.02 - $86.95 $31,625 - $42,953
494 Added 10.57%
5,167 $373,000
Q4 2020

Feb 16, 2021

BUY
$74.94 - $84.32 $41,441 - $46,628
553 Added 13.42%
4,673 $385,000
Q3 2020

Nov 17, 2020

BUY
$74.11 - $89.04 $31,867 - $38,287
430 Added 11.65%
4,120 $320,000
Q2 2020

Aug 14, 2020

BUY
$47.07 - $76.08 $59,825 - $96,697
1,271 Added 52.54%
3,690 $276,000
Q1 2020

May 15, 2020

BUY
$48.86 - $87.67 $118,192 - $212,073
2,419 New
2,419 $119,000
Q3 2019

Nov 14, 2019

SELL
$55.42 - $73.16 $4,267 - $5,633
-77 Closed
0 $0
Q3 2018

Nov 15, 2018

SELL
$55.8 - $63.8 $3,348 - $3,828
-60 Reduced 43.8%
77 $5,000
Q2 2018

Aug 13, 2018

BUY
$52.55 - $59.45 $7,199 - $8,144
137 New
137 $8,000
Q1 2018

May 15, 2018

SELL
$49.5 - $59.75 $6,781 - $8,185
-137 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$48.4 - $54.25 $6,630 - $7,432
137
137 $7,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.47B
  • 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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