A detailed history of Envestnet Asset Management Inc transactions in Tidal ETF Tr stock. As of the latest transaction made, Envestnet Asset Management Inc holds 22,392 shares of UPAR stock, worth $300,052. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,392
Previous 22,518 0.56%
Holding current value
$300,052
Previous $307,000 0.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$12.78 - $13.77 $1,610 - $1,735
-126 Reduced 0.56%
22,392 $308,000
Q4 2023

Feb 13, 2024

BUY
$11.39 - $13.9 $22,802 - $27,827
2,002 Added 9.76%
22,518 $307,000
Q3 2023

Nov 13, 2023

SELL
$11.99 - $14.15 $61,736 - $72,858
-5,149 Reduced 20.06%
20,516 $247,000
Q2 2023

Aug 04, 2023

BUY
$13.44 - $14.54 $9,354 - $10,119
696 Added 2.79%
25,665 $355,000
Q1 2023

May 11, 2023

BUY
$13.4 - $14.87 $334,584 - $371,289
24,969 New
24,969 $355,000

Others Institutions Holding UPAR

About TIDAL ETF TR


  • Ticker UPAR
More about UPAR
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