Envestnet Portfolio Solutions, Inc. First Tr Ex Trd Viii Cboe Vest Transaction History

Envestnet Portfolio Solutions, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$41.51 - $44.56 $68,865 - $73,925	-1,659 Reduced 8.64%	17,550 $736,000
Q4 2024 Feb 10, 2025	BUY	$42.26 - $43.93 $1,436 - $1,493	34 Added 0.18%	19,209 $831,000
Q3 2024 Oct 31, 2024	BUY	$39.85 - $42.56 $182,632 - $195,052	4,583 Added 31.41%	19,175 $816,000
Q2 2024 Jul 16, 2024	SELL	$39.25 - $40.94 $31,714 - $33,079	-808 Reduced 5.25%	14,592 $596,000
Q1 2024 May 06, 2024	BUY	$37.63 - $40.03 $66,379 - $70,612	1,764 Added 12.94%	15,400 $616,000
Q3 2023 Nov 13, 2023	BUY	$35.28 - $36.67 $481,078 - $500,032	13,636 New	13,636 $481,000

102

2.25M

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