Envestnet Asset Management Inc Advisorshares Tr Advisorshares Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Envestnet Asset Management Inc holds 10,677 shares of CWS stock, worth $689,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,677
Previous 9,020 18.37%
Holding current value
$689,413
Previous $584,000 19.69%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$63.1 - $68.75 $104,556 - $113,918
1,657 Added 18.37%
10,677 $699,000
Q4 2024

Feb 12, 2025
BUY
$64.77 - $71.56 $277,992 - $307,135
4,292 Added 90.78%
9,020 $584,000
Q3 2024

Nov 06, 2024
BUY
$61.66 - $68.72 $291,528 - $324,908
4,728 New
4,728 $324,000

Others Institutions Holding CWS

# of Institutions
51
Shares Held
730K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

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