Number of Shares
124,237
Previous 64,779 91.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
N/A
59,458 Added 91.79%
124,237 $0
Q1 2025

Apr 29, 2025

BUY
N/A
38,042 Added 142.28%
64,779 $0
Q4 2024

Feb 12, 2025

SELL
N/A
-2,380 Reduced 8.17%
26,737 $0
Q3 2024

Nov 06, 2024

BUY
N/A
16,327 Added 127.65%
29,117 $0
Q2 2024

Aug 08, 2024

BUY
N/A
12,790 New
12,790 $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.