Envestnet Asset Management Inc Incresed Positions in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMGF
Ishares Msci Emerging Markets

ETFs
127K
+ 62.29%
$44.02 - $50.58 $5.59M - $6.42M
331K $16.5M
AVTR
Avantor, Inc.

Basic Materials
70.5K
+ 6.42%
$20.58 - $27.7 $1.45M - $1.95M
1.17M $30.2M
FSV
First Service Corp

Real Estate
5.91K
+ 3.06%
$152.13 - $183.13 $899K - $1.08M
199K $36.3M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
86K
+ 18.52%
$48.71 - $54.57 $4.19M - $4.69M
550K $29.8M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
175K
+ 33.43%
$35.43 - $36.8 $6.22M - $6.46M
700K $25.8M
FNDE
Schwab Fundamental Emerging Mk

ETFs
135K
+ 14.88%
$28.02 - $32.68 $3.79M - $4.42M
1.04M $33.7M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
176K
+ 55.85%
$33.58 - $35.96 $5.9M - $6.32M
491K $17.5M
LNT
Alliant Energy Corp

Utilities
8.37K
+ 1.31%
$50.74 - $60.74 $425K - $508K
649K $39.4M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
133K
+ 10.34%
$40.48 - $45.39 $5.4M - $6.05M
1.42M $62.6M
WY
Weyerhaeuser CO

Real Estate
128K
+ 28.51%
$27.05 - $33.84 $3.46M - $4.32M
576K $19.5M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
112K
+ 42.63%
$46.96 - $52.8 $5.26M - $5.92M
375K $19.6M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
155K
+ 36.09%
$31.39 - $35.47 $4.85M - $5.49M
583K $20.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
211K
+ 11.92%
$24.62 - $25.59 $5.21M - $5.41M
1.98M $50.7M
GGG
Graco Inc

Industrials
61.1K
+ 38.1%
$77.82 - $87.64 $4.76M - $5.36M
222K $19.4M
RY
Royal Bank Of Canada

Financial Services
5.25K
+ 1.61%
$105.65 - $124.73 $555K - $655K
331K $41.2M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
110K
+ 11.28%
$42.76 - $45.16 $4.7M - $4.97M
1.09M $48.5M
MTB
M&T Bank Corp

Financial Services
849
+ 0.35%
$146.49 - $179.85 $124K - $153K
242K $43.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
173K
+ 5.5%
$23.78 - $25.04 $4.12M - $4.33M
3.32M $83.1M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
250K
+ 25.74%
$23.61 - $24.64 $5.89M - $6.15M
1.22M $29.8M
GPI
Group 1 Automotive Inc

Consumer Cyclical
7.23K
+ 16.31%
$280.92 - $391.73 $2.03M - $2.83M
51.6K $19.8M
UMBF
Umb Financial Corp

Financial Services
49.9K
+ 82.49%
$81.41 - $108.94 $4.06M - $5.44M
110K $11.6M
NRG
Nrg Energy, Inc.

Utilities
55.8K
+ 50.95%
$68.89 - $91.22 $3.84M - $5.09M
165K $15M
GTLB
Gitlab Inc.

Technology
122K
+ 108.87%
$40.84 - $56.2 $5M - $6.88M
235K $12.1M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
69.9K
+ 247.97%
$90.85 - $93.3 $6.35M - $6.52M
98.1K $9.13M
KORP
American Centy ETF Tr Diversif

ETFs
92.3K
+ 10.35%
$45.64 - $48.46 $4.21M - $4.47M
985K $47.6M
ES
Eversource Energy

Utilities
65.1K
+ 35.67%
$56.52 - $68.38 $3.68M - $4.45M
248K $16.9M
CHE
Chemed Corp

Healthcare
3.38K
+ 4.53%
$527.82 - $600.97 $1.78M - $2.03M
77.8K $46.8M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
56.4K
+ 10.14%
$43.9 - $52.34 $2.48M - $2.95M
612K $31.5M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
265K
+ 43.84%
$21.96 - $22.69 $5.81M - $6M
868K $19.6M
USTB
Victory Portfolios Ii Victorys

ETFs
123K
+ 204.2%
$49.79 - $50.91 $6.11M - $6.25M
183K $9.29M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
31K
+ 4.42%
$64.24 - $74.15 $1.99M - $2.3M
732K $54.1M
LDSF
First Tr ETF Viii Low Duration

ETFs
327K
+ 836.34%
$18.64 - $19.24 $6.1M - $6.3M
367K $7.02M
GIS
General Mills Inc

Consumer Defensive
635
+ 0.11%
$62.5 - $75.15 $39.7K - $47.7K
590K $43.6M
YLD
Principal Exchange Traded Fds

ETFs
316K
+ 157.24%
$18.89 - $19.62 $5.97M - $6.2M
517K $10.1M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
54.3K
+ 93.04%
$91.94 - $113.13 $4.99M - $6.14M
113K $12.4M
ON
On Semiconductor Corp

Technology
66.2K
+ 18.54%
$66.39 - $78.74 $4.4M - $5.21M
423K $30.7M
WEX
Wex Inc.

Technology
21.9K
+ 43.46%
$168.01 - $209.77 $3.68M - $4.59M
72.3K $15.2M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
138K
+ 72.49%
$40.83 - $43.12 $5.62M - $5.94M
328K $14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
118K
+ 12.27%
$50.32 - $50.75 $5.94M - $5.99M
1.08M $54.8M
IBP
Installed Building Products, Inc.

Consumer Cyclical
12.8K
+ 17.36%
$198.8 - $270.35 $2.55M - $3.47M
86.8K $21.4M
RNR
Renaissancere Holdings LTD

Financial Services
1.12K
+ 0.93%
$211.47 - $272.21 $236K - $304K
121K $33M
VOD
Vodafone Group Public LTD CO

Communication Services
65.6K
+ 1.38%
$8.8 - $10.35 $577K - $679K
4.83M $48.4M
UHS
Universal Health Services Inc

Healthcare
23.7K
+ 153.63%
$178.68 - $241.52 $4.24M - $5.73M
39.2K $8.97M
PSC
Principal ETF U.S. Small Cap M

ETFs
27.1K
+ 2.23%
$47.43 - $52.33 $1.29M - $1.42M
1.25M $64.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
199K
+ 42.01%
$29.02 - $33.61 $5.77M - $6.69M
673K $21.3M
AVIV
American Centy ETF Tr Avantis
107K
+ 1110.97%
$50.37 - $56.43 $5.41M - $6.06M
117K $6.57M
DOX
Amdocs LTD

Technology
23.2K
+ 4.94%
$78.13 - $87.85 $1.81M - $2.04M
493K $43.1M
COTY
Coty Inc.

Consumer Defensive
666K
+ 201.04%
$8.83 - $10.44 $5.88M - $6.96M
998K $9.37M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
260K
+ 13.67%
$23.75 - $23.75 $6.17M - $6.17M
2.16M $51.3M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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