Envestnet Asset Management Inc Principal Fds Principal Invt G Call Options Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IG

# of Institutions

24

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.03M
Shares

$42.1 Million
1.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.1 Million
0.02% of portfolio
Western Wealth Management, LLC

159K
Shares

$3.29 Million
0.2% of portfolio
Insight Wealth Partners, LLC

151K
Shares

$3.13 Million
0.65% of portfolio
Goldman Sachs Group Inc New York, NY

124K
Shares

$2.56 Million
0.0% of portfolio

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