Envestnet Asset Management Inc LITMAN GREGORY FDS TR Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Number of Shares
47,487
Previous 43,292 9.69%
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
Q2 2025

Jul 31, 2025
BUY
N/A
4,195 Added 9.69%
47,487 $0
Q1 2025

Apr 29, 2025
BUY
N/A
1,673 Added 4.02%
43,292 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-1,706 Reduced 3.94%
41,619 $0
Q3 2024

Nov 06, 2024
SELL
N/A
-6,068 Reduced 12.29%
43,325 $0
Q2 2024

Aug 08, 2024
BUY
N/A
2,551 Added 5.45%
49,393 $0
Q1 2024

May 13, 2024
BUY
N/A
46,842 New
46,842 $0
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