Envestnet Asset Management Inc First Tr Exc Viii First Multi Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$23.12 - $27.72 $7,305 - $8,759	-316 Reduced 2.25%	13,731 $377,000
Q4 2023 Feb 13, 2024	BUY	$19.4 - $24.12 $11,038 - $13,724	569 Added 4.22%	14,047 $336,000
Q3 2023 Nov 13, 2023	SELL	$20.02 - $22.69 $4,944 - $5,604	-247 Reduced 1.8%	13,478 $274,000
Q2 2023 Aug 04, 2023	SELL	$18.42 - $21.62 $9,541 - $11,199	-518 Reduced 3.64%	13,725 $296,000
Q1 2023 May 11, 2023	SELL	$16.31 - $19.47 $18,267 - $21,806	-1,120 Reduced 7.29%	14,243 $271,000
Q4 2022 Feb 07, 2023	BUY	$15.81 - $17.87 $2,988 - $3,377	189 Added 1.25%	15,363 $253,000
Q3 2022 Nov 10, 2022	BUY	$16.27 - $20.49 $34,378 - $43,295	2,113 Added 16.18%	15,174 $247,000
Q2 2022 Aug 03, 2022	SELL	$16.17 - $23.67 $982,634 - $1.44 Million	-60,769 Reduced 82.31%	13,061 $221,000
Q1 2022 May 04, 2022	SELL	$20.11 - $27.16 $258,674 - $349,359	-12,863 Reduced 14.84%	73,830 $1.7 Million
Q4 2021 Feb 04, 2022	SELL	$26.06 - $29.27 $193,052 - $216,832	-7,408 Reduced 7.87%	86,693 $2.36 Million
Q3 2021 Oct 07, 2021	BUY	$26.24 - $28.66 $282,736 - $308,811	10,775 Added 12.93%	94,101 $2.56 Million
Q2 2021 Aug 04, 2021	BUY	$23.59 - $26.71 $1.97 Million - $2.23 Million	83,326 New	83,326 $2.21 Million

Others Institutions Holding MMLG

# of Institutions

37

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

551K
Shares

$15.7 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

112K
Shares

$3.19 Million
0.01% of portfolio
Ausdal Financial Partners, Inc. Davenport, IA

99K
Shares

$2.82 Million
0.27% of portfolio
Cetera Investment Advisers Schaumburg, IL

95.6K
Shares

$2.72 Million
0.01% of portfolio
Srs Capital Advisors, Inc. Denver, CO

91.9K
Shares

$2.62 Million
0.19% of portfolio

About FIRST TR EXC VIII FIRST MULTI

Ticker MMLG
Sector Technology

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