Envestnet Portfolio Solutions, Inc. First Tr Ex Trd Viii Cboe Vest Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 19,175 shares of DJUN stock, worth $840,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,175
Previous 14,592
31.41%
Holding current value
$840,056
Previous $596,000
36.91%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DJUN
# of Institutions
98Shares Held
2.24MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.33 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.6 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.49 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$4.03 Million0.12% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI72.5KShares$3.18 Million0.44% of portfolio