Envestnet Asset Management Inc LITMAN GREGORY FDS TR Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Number of Shares
149,118
Previous 120,493 23.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2025
BUY
N/A
28,625 Added 23.76%
149,118 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-24,291 Reduced 16.78%
120,493 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-6,571 Reduced 4.34%
144,784 $0
Q3 2024

Nov 06, 2024
BUY
N/A
151,355 New
151,355 $0
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