Envestnet Portfolio Solutions, Inc. First Tr S&P Reit Index Fd Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,577 shares of FRI stock, worth $437,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,577
Previous 12,417 17.4%
Holding current value
$437,164
Previous $318,000 35.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
BUY
$25.47 - $29.98 $55,015 - $64,756
2,160 Added 17.4%
14,577 $432,000
Q2 2024

Jul 16, 2024
SELL
$23.82 - $25.88 $4,406 - $4,787
-185 Reduced 1.47%
12,417 $318,000
Q1 2024

May 06, 2024
BUY
$24.8 - $26.5 $38,514 - $41,154
1,553 Added 14.06%
12,602 $327,000
Q4 2023

Feb 07, 2024
SELL
$21.37 - $26.67 $44,321 - $55,313
-2,074 Reduced 15.8%
11,049 $289,000
Q3 2023

Nov 13, 2023
BUY
$22.58 - $25.8 $296,317 - $338,573
13,123 New
13,123 $299,000

Others Institutions Holding FRI

# of Institutions
69
Shares Held
4.93M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR S&P REIT INDEX FD

FRI Quotes by TradingView
  • Ticker FRI
  • Sector ETFs
  • Industry ETFs
More about FRI
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