Clearstead Advisors, LLC Envestnet, Inc. Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 209 shares of ENV stock, worth $13,196. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 244
14.34%
Holding current value
$13,196
Previous $15,000
13.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ENV
# of Institutions
266Shares Held
51.5MCall Options Held
38.3KPut Options Held
131K-
Black Rock Inc. New York, NY7.97MShares$503 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.39MShares$403 Million0.01% of portfolio
-
Impactive Capital LP New York City, NY4.18MShares$264 Million9.73% of portfolio
-
Jpmorgan Chase & CO New York, NY2.27MShares$144 Million0.01% of portfolio
-
State Street Corp Boston, MA1.93MShares$122 Million0.01% of portfolio
About ENVESTNET, INC.
- 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...