Envestnet Asset Management Inc Ubs Ag Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding BDCZ
# of Institutions
13Shares Held
140KCall Options Held
0Put Options Held
0-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$877,4590.22% of portfolio
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Eudaimonia Advisors LLC Winchester, TN34.7KShares$653,4570.36% of portfolio
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Kingswood Wealth Advisors, LLC San Diego, CA23.9KShares$449,5280.03% of portfolio
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Creative One Wealth, LLC Overland Park, KS23.3KShares$438,7380.02% of portfolio
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Lindbrook Capital, LLC4KShares$75,3200.01% of portfolio