Envestnet Asset Management Inc Global X Fds Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 2025

A detailed history of Envestnet Asset Management Inc transactions in Global X Fds stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,135 shares of CEFA stock, worth $299,937. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,135

Previous 8,321 2.24%

Holding current value

$299,937

Previous $285,000 2.46%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$33.82 - $36.1 $6,290 - $6,714	-186 Reduced 2.24%	8,135 $292,000
Q2 2025 Jul 31, 2025	BUY	$28.37 - $34.48 $17,986 - $21,860	634 Added 8.25%	8,321 $285,000
Q1 2025 Apr 29, 2025	BUY	$29.76 - $33.55 $386 - $436	13 Added 0.17%	7,687 $257,000
Q3 2024 Nov 06, 2024	BUY	$29.34 - $33.01 $792 - $891	27 Added 0.35%	7,674 $251,000
Q1 2024 May 13, 2024	BUY	$28.56 - $31.56 $542 - $599	19 Added 0.25%	7,647 $240,000

Q4 2023 Feb 13, 2024	BUY	$25.76 - $29.98 $3,812 - $4,437	148 Added 1.98%	7,628 $225,000
Q3 2023 Nov 13, 2023	BUY	$26.67 - $29.28 $199,491 - $219,014	7,480 New	7,480 $200,000
Q1 2022 May 04, 2022	SELL	$26.88 - $32.0 $223,668 - $266,272	-8,321 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$31.22 - $33.46 $259,781 - $278,420	8,321 New	8,321 $264,000

Others Institutions Holding CEFA

# of Institutions

Shares Held

418K

Call Options Held

Put Options Held

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About GLOBAL X FDS

Ticker CEFA

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Envestnet Asset Management Inc Global X Fds Transaction History