Clearstead Advisors, LLC Envestnet, Inc. Transaction History
Clearstead Advisors, LLC
- $2.01 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding ENV
# of Institutions
246Shares Held
59.6MCall Options Held
68.4KPut Options Held
249K-
Black Rock Inc. New York, NY7.99MShares$505 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.1MShares$385 Million0.01% of portfolio
-
Impactive Capital LP New York City, NY4.18MShares$264 Million9.16% of portfolio
-
Morgan Stanley New York, NY3.02MShares$191 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY2.46MShares$156 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...