Envestnet Asset Management Inc Global X Fds Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Global X Fds stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,321 shares of CEFA stock, worth $291,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,321
Previous 7,687 8.25%
Holding current value
$291,318
Previous $257,000 10.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2025
BUY
$28.37 - $34.48 $17,986 - $21,860
634 Added 8.25%
8,321 $285,000
Q1 2025

Apr 29, 2025
BUY
$29.76 - $33.55 $386 - $436
13 Added 0.17%
7,687 $257,000
Q3 2024

Nov 06, 2024
BUY
$29.34 - $33.01 $792 - $891
27 Added 0.35%
7,674 $251,000
Q1 2024

May 13, 2024
BUY
$28.56 - $31.56 $542 - $599
19 Added 0.25%
7,647 $240,000
Q4 2023

Feb 13, 2024
BUY
$25.76 - $29.98 $3,812 - $4,437
148 Added 1.98%
7,628 $225,000
Q3 2023

Nov 13, 2023
BUY
$26.67 - $29.28 $199,491 - $219,014
7,480 New
7,480 $200,000
Q1 2022

May 04, 2022
SELL
$26.88 - $32.0 $223,668 - $266,272
-8,321 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$31.22 - $33.46 $259,781 - $278,420
8,321 New
8,321 $264,000

Others Institutions Holding CEFA

# of Institutions
23
Shares Held
521K
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS

CEFA Quotes by TradingView
  • Ticker CEFA
More about CEFA
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