Envestnet Portfolio Solutions, Inc. Ark ETF Tr Innovation ETF (De) Transaction History

Envestnet Portfolio Solutions, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$47.25 - $67.02 $101,162 - $143,489	-2,141 Reduced 11.26%	16,876 $802,000
Q4 2024 Feb 10, 2025	BUY	$45.39 - $62.98 $263,262 - $365,284	5,800 Added 43.88%	19,017 $1.08 Million
Q3 2024 Oct 31, 2024	BUY	$39.47 - $49.4 $2,012 - $2,519	51 Added 0.39%	13,217 $628,000
Q2 2024 Jul 16, 2024	SELL	$42.0 - $49.24 $16,422 - $19,252	-391 Reduced 2.88%	13,166 $578,000
Q1 2024 May 06, 2024	SELL	$45.2 - $51.64 $238,701 - $272,710	-5,281 Reduced 28.03%	13,557 $678,000
Q4 2023 Feb 07, 2024	BUY	$34.1 - $54.26 $17,868 - $28,432	524 Added 2.86%	18,838 $986,000
Q3 2023 Nov 13, 2023	BUY	$38.43 - $50.65 $703,807 - $927,604	18,314 New	18,314 $726,000

815

58.9M

22.7M

33.3M

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