A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 35,525 shares of CMBS stock, worth $1.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,525
Previous 35,285 0.68%
Holding current value
$1.69 Million
Previous $1.66 Million 4.95%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$46.61 - $48.93 $11,186 - $11,743
240 Added 0.68%
35,525 $1.74 Million
Q2 2024

Jul 16, 2024

BUY
$45.81 - $47.08 $227,675 - $233,987
4,970 Added 16.39%
35,285 $1.66 Million
Q1 2024

May 06, 2024

BUY
$46.46 - $47.2 $90,597 - $92,040
1,950 Added 6.87%
30,315 $1.43 Million
Q4 2023

Feb 07, 2024

SELL
$44.2 - $46.91 $36,641 - $38,888
-829 Reduced 2.84%
28,365 $1.33 Million
Q3 2023

Nov 13, 2023

BUY
$44.88 - $46.03 $1.31 Million - $1.34 Million
29,194 New
29,194 $1.31 Million

Others Institutions Holding CMBS

About ISHARES CMBS ETF


  • Ticker CMBS
  • Sector ETFs
  • Industry ETFs
More about CMBS
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, 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 Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.