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
LQD
Ishares Iboxx $ Investment Gra

ETFs
255K
+ 7.25%
$106.11 - $113.72 $27.1M - $29M
3.78M $427M
CB
Chubb LTD

Financial Services
49.6K
+ 4.75%
$252.51 - $292.2 $12.5M - $14.5M
1.09M $315M
UBER
Uber Technologies, Inc

Technology
533K
+ 14.88%
$58.48 - $77.47 $31.2M - $41.3M
4.12M $309M
AVLV
American Centy ETF Tr Avantis
691K
+ 63.78%
$60.05 - $65.83 $41.5M - $45.5M
1.77M $117M
SHOP
Shopify Inc.

Technology
290K
+ 16.16%
$52.26 - $80.75 $15.2M - $23.4M
2.08M $167M
CARR
Carrier Global Corp

Industrials
154K
+ 7.48%
$61.9 - $80.88 $9.56M - $12.5M
2.22M $179M
IFRA
Ishares Tr

ETFs
311K
+ 4.51%
$41.55 - $46.97 $12.9M - $14.6M
7.22M $339M
ARES
Ares Management Corp

Financial Services
183K
+ 20.91%
$133.73 - $158.05 $24.4M - $28.8M
1.06M $165M
FAST
Fastenal CO

Industrials
102K
+ 2.18%
$62.09 - $71.83 $6.32M - $7.31M
4.77M $340M
APP
App Lovin Corp

Technology
159K
+ 28.91%
$67.14 - $130.65 $10.7M - $20.8M
708K $92.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
260K
+ 60.79%
$152.9 - $180.39 $39.7M - $46.8M
686K $120M
VXF
Vanguard Extended Market ETF

ETFs
34.6K
+ 1.14%
$163.98 - $182.92 $5.68M - $6.34M
3.08M $561M
KO
Coca Cola CO

Consumer Defensive
88.4K
+ 1.82%
$62.69 - $73.01 $5.54M - $6.46M
4.94M $355M
MSCI
Msci Inc.

Financial Services
37K
+ 15.27%
$479.31 - $584.91 $17.7M - $21.6M
279K $163M
SPOT
Spotify Technology S.A.

Communication Services
39.5K
+ 7.19%
$290.16 - $384.01 $11.5M - $15.2M
589K $217M
XLP
Consumer Staples Sector Spdr

ETFs
608K
+ 15.53%
$76.04 - $76.04 $46.3M - $46.3M
4.53M $344M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
326K
+ 1.8%
$35.7 - $41.13 $11.7M - $13.4M
18.5M $746M
GILD
Gilead Sciences, Inc.

Healthcare
76.3K
+ 3.11%
$66.59 - $83.99 $5.08M - $6.4M
2.53M $212M
SPMD
Spdr Portfolio

ETFs
756K
+ 108.45%
$50.29 - $54.92 $38M - $41.5M
1.45M $79.4M
TMUS
T Mobile Us, Inc.

Communication Services
64.2K
+ 6.44%
$175.14 - $206.36 $11.3M - $13.3M
1.06M $219M
NFLX
Netflix Inc

Communication Services
29.4K
+ 4.58%
$598.55 - $722.26 $17.6M - $21.3M
673K $477M
KKR
Kkr & Co. Inc.

Financial Services
96.2K
+ 8.46%
$104.51 - $133.23 $10.1M - $12.8M
1.23M $161M
PAVE
Global X Fds Us Infrastructure

ETFs
905K
+ 91.83%
$36.39 - $41.16 $32.9M - $37.2M
1.89M $77.8M
CCI
Crown Castle International Corp

Real Estate
53.5K
+ 3.22%
$95.29 - $120.24 $5.1M - $6.43M
1.72M $204M
T
At&T Inc.

Communication Services
230K
+ 1.87%
$18.21 - $22.28 $4.19M - $5.12M
12.5M $276M
CGUS
Capital Group Core Equity ETF
781K
+ 13.26%
$31.19 - $34.33 $24.4M - $26.8M
6.67M $229M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15.1K
+ 6.81%
$1015.62 - $1159.62 $15.4M - $17.5M
237K $273M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
423K
+ 25.29%
$64.83 - $72.82 $27.4M - $30.8M
2.1M $151M
AXP
American Express CO

Financial Services
41.5K
+ 6.1%
$225.92 - $271.17 $9.37M - $11.3M
722K $196M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
659K
+ 17.24%
$44.65 - $47.21 $29.4M - $31.1M
4.48M $210M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
218K
+ 5.98%
$147.95 - $191.05 $32.3M - $41.7M
3.87M $672M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
69.3K
+ 1.67%
$87.56 - $95.49 $6.07M - $6.62M
4.21M $402M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
531K
+ 5.67%
$49.93 - $51.15 $26.5M - $27.2M
9.9M $506M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
47.6K
+ 4.44%
$256.4 - $289.78 $12.2M - $13.8M
1.12M $318M
URI
United Rentals, Inc.

Industrials
27.9K
+ 32.67%
$627.41 - $814.1 $17.5M - $22.7M
113K $91.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
69.6K
+ 6.55%
$136.93 - $162.81 $9.53M - $11.3M
1.13M $182M
AWK
American Water Works Company, Inc.

Utilities
188K
+ 36.86%
$127.76 - $149.9 $24M - $28.1M
696K $102M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
519K
+ 16.96%
$41.02 - $46.01 $21.3M - $23.9M
3.58M $163M
BBUS
J P Morgan Exchg Traded Fd

ETFs
300K
+ 34.52%
$93.22 - $103.58 $27.9M - $31M
1.17M $121M
LHX
L3 Harris Technologies, Inc.

Industrials
93.3K
+ 9.43%
$221.96 - $243.27 $20.7M - $22.7M
1.08M $258M
HYG
Ishares Tr

ETFs
227K
+ 4.19%
$76.72 - $80.36 $17.4M - $18.2M
5.64M $453M
CMI
Cummins Inc

Industrials
15.7K
+ 2.46%
$266.63 - $326.4 $4.2M - $5.14M
657K $212M
ETR
Entergy Corp

Utilities
83.3K
+ 8.6%
$104.75 - $131.61 $8.72M - $11M
1.05M $138M
VFH
Vanguard Financial ETF

ETFs
219K
+ 21.06%
$99.27 - $111.21 $21.8M - $24.4M
1.26M $138M
MDLZ
Mondelez International, Inc.

Consumer Defensive
145K
+ 5.01%
$64.35 - $75.71 $9.34M - $11M
3.04M $224M
USRT
Ishares Core U.S. Reit ETF

ETFs
523K
+ 201.95%
$53.07 - $62.66 $27.8M - $32.8M
782K $48.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
10.9K
+ 0.77%
$259.22 - $299.75 $2.83M - $3.27M
1.42M $400M
CGGO
Capital Group Global Growth Eq

ETFs
1.06M
+ 34.79%
$27.25 - $30.52 $28.8M - $32.2M
4.09M $123M
XLI
Industrial Sector Spdr

ETFs
87.6K
+ 5.47%
$120.56 - $135.44 $10.6M - $11.9M
1.69M $229M
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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