Envestnet Asset Management Inc Special Opportunities Fund, Inc. Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 26,167 shares of SPE stock, worth $407,943. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,167
Previous 24,197
8.14%
Holding current value
$407,943
Previous $363,000
11.57%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPE
# of Institutions
40Shares Held
3.04MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.48MShares$23 Million0.11% of portfolio
-
Shaker Financial Services, LLC267KShares$4.16 Million1.54% of portfolio
-
Blue Bell Private Wealth Management, LLC247KShares$3.84 Million0.67% of portfolio
-
Css LLC Chicago, IL118KShares$1.84 Million0.19% of portfolio
-
Advisors Asset Management, Inc. Monument, CO114KShares$1.78 Million0.03% of portfolio
About SPECIAL OPPORTUNITIES FUND, INC.
- Ticker SPE
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performan...