Envestnet Asset Management Inc First Tr ETF Viii Cboe Vest Us Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Envestnet Asset Management Inc holds 175,832 shares of DSEP stock, worth $7.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175,832
Previous 184,625 4.76%
Holding current value
$7.27 Million
Previous $7.49 Million 6.8%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$39.33 - $41.52 $345,828 - $365,085
-8,793 Reduced 4.76%
175,832 $6.98 Million
Q4 2024

Feb 12, 2025
BUY
$39.78 - $41.04 $521,714 - $538,239
13,115 Added 7.65%
184,625 $7.49 Million
Q3 2024

Nov 06, 2024
BUY
$38.45 - $40.05 $1.4 Million - $1.46 Million
36,367 Added 26.91%
171,510 $6.87 Million
Q2 2024

Aug 08, 2024
SELL
$37.44 - $39.12 $102,024 - $106,602
-2,725 Reduced 1.98%
135,143 $5.29 Million
Q1 2024

May 13, 2024
SELL
$36.09 - $38.19 $1.06 Million - $1.12 Million
-29,249 Reduced 17.5%
137,868 $5.27 Million
Q4 2023

Feb 13, 2024
BUY
$33.34 - $36.48 $744,482 - $814,598
22,330 Added 15.42%
167,117 $6.09 Million
Q3 2023

Nov 13, 2023
SELL
$33.96 - $35.19 $3.28 Million - $3.4 Million
-96,511 Reduced 40.0%
144,787 $4.93 Million
Q2 2023

Aug 04, 2023
SELL
$31.87 - $34.21 $594,471 - $638,119
-18,653 Reduced 7.18%
241,298 $8.25 Million
Q1 2023

May 11, 2023
SELL
$30.41 - $32.21 $504,562 - $534,428
-16,592 Reduced 6.0%
259,951 $8.32 Million
Q4 2022

Feb 07, 2023
BUY
$29.26 - $31.38 $107,325 - $115,101
3,668 Added 1.34%
276,543 $8.48 Million
Q3 2022

Nov 10, 2022
BUY
$29.36 - $31.52 $6.8 Million - $7.3 Million
231,736 Added 563.3%
272,875 $8.01 Million
Q2 2022

Aug 03, 2022
BUY
$30.13 - $32.87 $572,560 - $624,628
19,003 Added 85.85%
41,139 $1.25 Million
Q1 2022

May 04, 2022
SELL
$31.54 - $33.17 $364,160 - $382,980
-11,546 Reduced 34.28%
22,136 $725,000
Q4 2021

Feb 04, 2022
BUY
$31.96 - $33.13 $851,829 - $883,013
26,653 Added 379.19%
33,682 $1.12 Million
Q3 2021

Oct 07, 2021
BUY
$32.05 - $32.48 $15,928 - $16,142
497 Added 7.61%
7,029 $225,000
Q2 2021

Aug 04, 2021
SELL
$31.75 - $32.24 $29,337 - $29,789
-924 Reduced 12.39%
6,532 $210,000
Q1 2021

May 04, 2021
SELL
$30.91 - $31.7 $39,935 - $40,956
-1,292 Reduced 14.77%
7,456 $236,000
Q4 2020

Feb 02, 2021
BUY
$29.59 - $31.12 $258,853 - $272,237
8,748 New
8,748 $272,000

Others Institutions Holding DSEP

# of Institutions
103
Shares Held
3.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

DSEP Quotes by TradingView
  • Ticker DSEP
  • Sector ETFs
  • Industry ETFs
More about DSEP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email