Envestnet Portfolio Solutions, Inc. Trimtabs ETF Tr Donoghue Forli Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
Shares
5 transactions
Others Institutions Holding DFRA
# of Institutions
15Shares Held
3.74MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.86MShares$00.0% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN1.64MShares$00.93% of portfolio
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Unique Wealth, LLC Tampa, FL73.3KShares$00.3% of portfolio
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Tradition Wealth Management, LLC69.7KShares$00.0% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL38.7KShares$00.0% of portfolio