Envestnet Portfolio Solutions, Inc. First Trust Nasdaq Technology Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 88,512 shares of TDIV stock, worth $6.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

88,512

Previous 77,661 13.97%

Holding current value

$6.5 Million

Previous $6.24 Million 11.35%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$78.03 - $82.13 $846,703 - $891,192	10,851 Added 13.97%	88,512 $6.94 Million
Q3 2024 Oct 31, 2024	BUY	$70.51 - $81.07 $120,783 - $138,872	1,713 Added 2.26%	77,661 $6.24 Million
Q2 2024 Jul 16, 2024	SELL	$65.21 - $77.8 $91,293 - $108,920	-1,400 Reduced 1.81%	75,948 $5.75 Million
Q1 2024 May 06, 2024	BUY	$61.89 - $70.93 $775,976 - $889,320	12,538 Added 19.35%	77,348 $5.39 Million
Q4 2023 Feb 07, 2024	BUY	$53.99 - $64.39 $276,482 - $329,741	5,121 Added 8.58%	64,810 $4.15 Million
Q3 2023 Nov 13, 2023	BUY	$55.66 - $60.15 $3.32 Million - $3.59 Million	59,689 New	59,689 $3.35 Million

Others Institutions Holding TDIV

# of Institutions

358

Shares Held

22.6M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

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Envestnet Portfolio Solutions, Inc. First Trust Nasdaq Technology Transaction History