Envestnet Asset Management Inc Franklin ETF Tr Liberty Short Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	SELL	$89.43 - $90.08 $1.02 Million - $1.03 Million	-11,435 Reduced 69.43%	5,036 $453,000
Q1 2024 May 13, 2024	BUY	$89.74 - $90.41 $20,999 - $21,155	234 Added 1.44%	16,471 $1.48 Million
Q4 2023 Feb 13, 2024	SELL	$88.85 - $90.12 $45,491 - $46,141	-512 Reduced 3.06%	16,237 $1.46 Million
Q3 2023 Nov 13, 2023	SELL	$89.05 - $89.67 $81,747 - $82,317	-918 Reduced 5.2%	16,749 $1.5 Million
Q2 2023 Aug 04, 2023	SELL	$89.43 - $90.6 $61,885 - $62,695	-692 Reduced 3.77%	17,667 $1.58 Million
Q1 2023 May 11, 2023	BUY	$89.23 - $90.77 $199,518 - $202,961	2,236 Added 13.87%	18,359 $1.66 Million
Q4 2022 Feb 07, 2023	BUY	$88.89 - $89.75 $206,669 - $208,668	2,325 Added 16.85%	16,123 $1.44 Million
Q3 2022 Nov 10, 2022	BUY	$89.55 - $91.47 $450,078 - $459,728	5,026 Added 57.3%	13,798 $1.24 Million
Q2 2022 Aug 03, 2022	SELL	$90.19 - $91.98 $5,321 - $5,426	-59 Reduced 0.67%	8,772 $802,000
Q1 2022 May 04, 2022	SELL	$92.0 - $93.96 $221,076 - $225,785	-2,403 Reduced 21.39%	8,831 $814,000
Q4 2021 Feb 04, 2022	SELL	$93.89 - $94.79 $217,543 - $219,628	-2,317 Reduced 17.1%	11,234 $1.06 Million
Q3 2021 Oct 07, 2021	SELL	$94.69 - $95.0 $647,490 - $649,610	-6,838 Reduced 33.54%	13,551 $1.28 Million
Q2 2021 Aug 04, 2021	SELL	$94.81 - $95.34 $68,452 - $68,835	-722 Reduced 3.42%	20,389 $1.94 Million
Q1 2021 May 04, 2021	SELL	$95.19 - $95.83 $278,145 - $280,015	-2,922 Reduced 12.16%	21,111 $2.01 Million
Q4 2020 Feb 02, 2021	BUY	$95.49 - $95.85 $1.27 Million - $1.28 Million	13,308 Added 124.08%	24,033 $2.3 Million
Q3 2020 Oct 09, 2020	BUY	$95.75 - $96.39 $94,026 - $94,654	982 Added 10.08%	10,725 $1.03 Million
Q2 2020 Jul 08, 2020	BUY	$94.92 - $95.86 $924,805 - $933,963	9,743 New	9,743 $934,000

Others Institutions Holding FTSD

# of Institutions

49

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

333K
Shares

$30 Million
0.01% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

237K
Shares

$21.4 Million
0.63% of portfolio
Bank Of America Corp Charlotte, NC

61.9K
Shares

$5.58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

59.2K
Shares

$5.33 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

24.6K
Shares

$2.22 Million
0.0% of portfolio

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