Center For Financial Planning, Inc. Envestnet, Inc. Transaction History

Center For Financial Planning, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$66.01 - $80.6 $7,261 - $8,866	-110 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$64.02 - $86.95 $1,408 - $1,912	22 Added 25.0%	110 $8,000
Q3 2020 Nov 12, 2020	SELL	$74.11 - $89.04 $7,411 - $8,904	-100 Reduced 53.19%	88 $7,000
Q4 2019 Feb 14, 2020	BUY	$54.57 - $71.85 $10,259 - $13,507	188 New	188 $13,000

251

51.5M

38.3K

131K

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
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...

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