Envestnet Asset Management Inc DIMENSIONAL ETF TRUST Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Number of Shares
512,373
Previous 411,531 24.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
100,842 Added 24.5%
512,373 $0
Q4 2024

Feb 12, 2025
BUY
N/A
14,225 Added 3.58%
411,531 $0
Q3 2024

Nov 06, 2024
BUY
N/A
21,588 Added 5.75%
397,306 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-23,369 Reduced 5.86%
375,718 $0
Q1 2024

May 13, 2024
BUY
N/A
277,880 Added 229.26%
399,087 $0
Q4 2023

Feb 13, 2024
BUY
N/A
121,207 New
121,207 $0
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email