Envestnet Asset Management Inc Innovator Etfs Tr S&P Invt Gra Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$17.3 - $18.99 $3,148 - $3,456	182 Added 0.23%	80,743 $1.48 Million
Q1 2023 May 11, 2023	SELL	$17.54 - $20.43 $50,743 - $59,103	-2,893 Reduced 3.47%	80,561 $1.5 Million
Q4 2022 Feb 07, 2023	BUY	$17.6 - $19.28 $157,643 - $172,690	8,957 Added 12.02%	83,454 $1.51 Million
Q3 2022 Nov 10, 2022	BUY	$18.64 - $21.29 $189,699 - $216,668	10,177 Added 15.82%	74,497 $1.39 Million
Q2 2022 Aug 03, 2022	SELL	$18.95 - $21.75 $692,546 - $794,875	-36,546 Reduced 36.23%	64,320 $1.26 Million
Q1 2022 May 04, 2022	BUY	$21.06 - $23.87 $165,236 - $187,284	7,846 Added 8.43%	100,866 $2.19 Million
Q4 2021 Feb 04, 2022	BUY	$23.41 - $24.37 $2.18 Million - $2.27 Million	93,020 New	93,020 $2.23 Million

Others Institutions Holding EPRF

# of Institutions

37

Shares Held

1.9M

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

581K
Shares

$10.7 Million
0.88% of portfolio
Royal Bank Of Canada Toronto, A6

352K
Shares

$6.51 Million
0.0% of portfolio
Bivin & Associates, Inc. Ponca City, OK

203K
Shares

$3.76 Million
4.27% of portfolio
Websterrogers Financial Advisors, LLC

86.9K
Shares

$1.61 Million
0.61% of portfolio
Ubs Group Ag

70.7K
Shares

$1.31 Million
0.0% of portfolio

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