Concord Wealth Partners Envestnet, Inc. Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$52.71 - $83.57 $6,008 - $9,526	-114 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$66.01 - $80.6 $3,366 - $4,110	51 Added 80.95%	114 $8,000
Q4 2021 Jan 21, 2022	BUY	$75.93 - $85.32 $4,783 - $5,375	63 New	63 $5,000
Q3 2021 Nov 09, 2021	SELL	$72.19 - $80.24 $3,609 - $4,011	-50 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$65.18 - $79.49 $6,778 - $8,266	-104 Reduced 67.53%	50 $4,000
Q1 2021 May 13, 2021	BUY	$64.02 - $86.95 $9,859 - $13,390	154 New	154 $11,000

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51.8M

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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