Envestnet Asset Management Inc Spdr Index Shs Fds Spdr Portfo Transaction History

Envestnet Asset Management Inc

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$34.39 - $40.58 $169,267 - $199,734	-4,922 Reduced 20.28%	19,351 $780,000
Q3 2023 Nov 13, 2023	SELL	$35.71 - $39.65 $19.7 Million - $21.9 Million	-551,174 Reduced 95.78%	24,273 $876,000
Q2 2023 Aug 04, 2023	BUY	$37.58 - $39.74 $5.95 Million - $6.29 Million	158,219 Added 37.92%	575,447 $22.2 Million
Q1 2023 May 11, 2023	BUY	$35.08 - $38.46 $7.73 Million - $8.48 Million	220,486 Added 112.07%	417,228 $15.9 Million
Q4 2022 Feb 07, 2023	BUY	$31.19 - $36.08 $2.85 Million - $3.29 Million	91,266 Added 86.53%	196,742 $6.82 Million

Q3 2022 Nov 10, 2022	BUY	N/A	105,476 New	105,476 $3.04 Million
Q1 2022 May 04, 2022	SELL	N/A	-161,349 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	N/A	86,786 Added 116.39%	161,349 $6.88 Million
Q3 2021 Oct 07, 2021	SELL	N/A	-103,438 Reduced 58.11%	74,563 $3.04 Million
Q2 2021 Aug 04, 2021	BUY	N/A	178,001 New	178,001 $7.45 Million
Q2 2020 Jul 08, 2020	SELL	N/A	-13,230 Closed	0 $0
Q1 2020 Apr 23, 2020	SELL	N/A	-46,339 Reduced 77.79%	13,230 $356,000
Q4 2019 Feb 11, 2020	BUY	N/A	25,608 Added 75.4%	59,569 $2.17 Million
Q3 2019 Oct 17, 2019	BUY	N/A	33,961 New	33,961 $1.13 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-359 Closed	0 $0
Q1 2018 May 09, 2018	SELL	N/A	-7,562 Reduced 95.47%	359 $12,000
Q4 2017 Feb 20, 2018	SELL	N/A	-974 Reduced 10.95%	7,921 $285,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,383 Added 153.27%	8,895 $318,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,512	3,512 $120,000

2.93M

200

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