Envestnet Portfolio Solutions, Inc. First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Envestnet Portfolio Solutions, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$41.96 - $43.69 $79,220 - $82,486	-1,888 Reduced 8.31%	20,840 $901,000
Q3 2024 Oct 31, 2024	BUY	$39.18 - $42.26 $16,964 - $18,298	433 Added 1.94%	22,728 $960,000
Q2 2024 Jul 16, 2024	BUY	$37.9 - $40.65 $302,631 - $324,590	7,985 Added 55.8%	22,295 $904,000
Q1 2024 May 06, 2024	BUY	$37.58 - $39.24 $112,401 - $117,366	2,991 Added 26.42%	14,310 $561,000
Q4 2023 Feb 07, 2024	SELL	$34.24 - $37.75 $12,052 - $13,288	-352 Reduced 3.02%	11,319 $427,000
Q3 2023 Nov 13, 2023	BUY	$35.09 - $36.17 $409,535 - $422,140	11,671 New	11,671 $410,000

130

4.69M

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