Envestnet Asset Management Inc LITMAN GREGORY FDS TR Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Number of Shares
118,144
Previous 89,437 32.1%
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
28,707 Added 32.1%
118,144 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-15,787 Reduced 15.0%
89,437 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-4,405 Reduced 4.02%
105,224 $0
Q3 2024

Nov 06, 2024
SELL
N/A
-6,436 Reduced 5.55%
109,629 $0
Q2 2024

Aug 08, 2024
BUY
N/A
3,166 Added 2.8%
116,065 $0
Q1 2024

May 13, 2024
BUY
N/A
112,899 New
112,899 $0
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