Envestnet Asset Management Inc Advisorshares Tr Advisorshares Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 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 10,460 shares of CWS stock, worth $711,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,460
Previous 10,677 2.03%
Holding current value
$711,175
Previous $699,000 4.72%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$59.37 - $70.0 $12,883 - $15,190
-217 Reduced 2.03%
10,460 $732,000
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
55
Shares Held
966K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

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