Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RING
Ishares Inc Msci Global Gold M

ETFs
1.69M
+ 9419.58%
$27.93 - $36.45 $47.1M - $61.5M
1.7M $47.9M
CGUS
Capital Group Core Equity ETF
1.16M
+ 17.41%
$33.96 - $36.24 $39.4M - $42.1M
7.83M $274M
BAC
Bank Of America Corp

Financial Services
316K
+ 4.3%
$39.22 - $47.77 $12.4M - $15.1M
7.65M $336M
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.5M
+ 288.4%
$25.93 - $105.3 $818M - $3.32B
42.5M $1.18B
RE
Everest Re Group LTD

Financial Services
120K
+ 352.84%
N/A
154K $57.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
628K
+ 16.62%
$106.56 - $113.11 $66.9M - $71M
4.4M $471M
BDX
Becton Dickinson & CO

Healthcare
235K
+ 33.99%
$220.02 - $243.75 $51.7M - $57.3M
927K $210M
SE
Sea LTD

Consumer Cyclical
307K
+ 33.54%
$93.56 - $117.41 $28.7M - $36M
1.22M $130M
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.1M
+ 38.94%
$49.36 - $53.72 $54.1M - $58.9M
3.91M $193M
SNA
Snap On Inc

Industrials
15.6K
+ 2.1%
$285.44 - $371.35 $4.45M - $5.79M
759K $258M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
448K
+ 20.22%
$77.98 - $84.06 $35M - $37.7M
2.67M $215M
JCI
Johnson Controls International PLC

Industrials
480K
+ 24.37%
$74.23 - $86.6 $35.6M - $41.6M
2.45M $193M
BMO
Bank Of Montreal

Financial Services
401K
+ 665.8%
$89.75 - $103.39 $36M - $41.4M
461K $44.7M
SCHO
Schwab Short Term Us Treasury

ETFs
4.46M
+ 162.04%
$24.06 - $48.88 $107M - $218M
7.21M $173M
CGGR
Capital Group Growth ETF Shs C

ETFs
606K
+ 9.59%
$34.49 - $39.24 $20.9M - $23.8M
6.92M $257M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.36M
+ 7.18%
$71.75 - $75.11 $97.9M - $102M
20.4M $1.46B
KKR
Kkr & Co. Inc.

Financial Services
104K
+ 8.43%
$129.87 - $162.87 $13.5M - $16.9M
1.34M $198M
ROK
Rockwell Automation, Inc

Industrials
123K
+ 180.06%
$264.65 - $302.92 $32.5M - $37.2M
191K $54.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
113K
+ 3.11%
$95.27 - $107.82 $10.7M - $12.2M
3.74M $386M
CGDV
Capital Group Divid Value ETF

ETFs
1.34M
+ 13.64%
$35.16 - $37.12 $47M - $49.6M
11.1M $393M
LPLA
Lpl Financial Holdings Inc.

Financial Services
17.3K
+ 5.45%
$229.85 - $335.91 $3.97M - $5.8M
334K $109M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.31M
+ 3.55%
$33.62 - $35.69 $44.1M - $46.8M
38.2M $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
18.4K
+ 3.27%
$873.59 - $994.69 $16.1M - $18.3M
581K $533M
IDEV
Ishares Core Msci Intl Develop

ETFs
732K
+ 34.25%
$64.18 - $70.42 $47M - $51.6M
2.87M $185M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.69M
+ 207.1%
$25.74 - $53.78 $69.2M - $145M
3.99M $103M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
665K
+ 12.99%
$50.62 - $50.97 $33.7M - $33.9M
5.78M $293M
DG
Dollar General Corp

Consumer Defensive
462K
+ 157.21%
$73.27 - $84.47 $33.8M - $39M
756K $57.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
719K
+ 55.31%
$45.38 - $46.88 $32.6M - $33.7M
2.02M $92.1M
CTVA
Corteva, Inc.

Basic Materials
598K
+ 36.94%
$55.21 - $64.13 $33M - $38.3M
2.22M $126M
ICVT
Ishares Tr Convertible Bond Et

ETFs
343K
+ 30.41%
$83.09 - $89.28 $28.5M - $30.6M
1.47M $125M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
248K
+ 103.31%
$87.56 - $119.8 $21.7M - $29.7M
488K $53.5M
URTH
Ishares Msci World ETF

ETFs
192K
+ 219.17%
$153.73 - $162.67 $29.5M - $31.3M
280K $43.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
306K
+ 7.3%
$55.73 - $66.16 $17.1M - $20.2M
4.5M $271M
GS
Goldman Sachs Group Inc

Financial Services
5.97K
+ 1.76%
$486.1 - $608.57 $2.9M - $3.64M
345K $197M
C
Citigroup Inc

Financial Services
67.9K
+ 2.16%
$61.31 - $72.5 $4.16M - $4.92M
3.21M $226M
USXF
Ishares Esg Advanced Msci Usa

Technology
527K
+ 11.57%
$48.45 - $52.57 $25.5M - $27.7M
5.08M $253M
BNDX
Vanguard Total International B

ETFs
2.04M
+ 3.52%
$48.91 - $50.61 $100M - $103M
60.2M $2.95B
VB
Vanguard Small Cap ETF

ETFs
52K
+ 1.0%
$233.76 - $261.58 $12.2M - $13.6M
5.26M $1.26B
PLTR
Palantir Technologies Inc.

Technology
138K
+ 30.26%
$36.46 - $82.38 $5.02M - $11.3M
592K $44.8M
TJX
Tjx Companies Inc

Consumer Cyclical
127K
+ 3.36%
$112.15 - $127.2 $14.2M - $16.1M
3.9M $472M
AZO
Autozone Inc

Consumer Cyclical
7.59K
+ 12.98%
$2981.19 - $3370.27 $22.6M - $25.6M
66K $211M
JBL
Jabil Inc

Technology
177K
+ 371.93%
$118.97 - $147.77 $21.1M - $26.2M
225K $32.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
683K
+ 16.74%
$40.97 - $42.66 $28M - $29.1M
4.76M $197M
PYPL
Pay Pal Holdings, Inc.

Financial Services
189K
+ 14.6%
$77.25 - $91.3 $14.6M - $17.3M
1.49M $127M
KMI
Kinder Morgan, Inc.

Energy
75K
+ 1.69%
$22.59 - $28.54 $1.69M - $2.14M
4.51M $124M
BR
Broadridge Financial Solutions, Inc.

Technology
81.7K
+ 12.92%
$209.64 - $236.44 $17.1M - $19.3M
715K $162M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.1M
+ 228.24%
$25.79 - $80.4 $286M - $890M
15.9M $415M
AOK
Ishares Tr Core Conservative A

ETFs
674K
New
$37.3 - $38.64 $25.2M - $26.1M
674K $25.2M
HON
Honeywell International Inc

Industrials
22.6K
+ 2.2%
$202.84 - $236.0 $4.59M - $5.34M
1.05M $238M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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