Number of Shares
40,120
Previous 65,188 38.45%
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

SELL
N/A
-25,068 Reduced 38.45%
40,120 $0
Q1 2025

Apr 29, 2025

BUY
N/A
7,671 Added 13.34%
65,188 $0
Q4 2024

Feb 12, 2025

SELL
N/A
-23,377 Reduced 28.9%
57,517 $0
Q3 2024

Nov 06, 2024

BUY
N/A
6,434 Added 8.64%
80,894 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-23,384 Reduced 23.9%
74,460 $0
Q1 2024

May 13, 2024

BUY
N/A
97,844 New
97,844 $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.