Envestnet Portfolio Solutions, Inc. Purchases in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMWD
American Woodmark Corp

Consumer Cyclical
2.29K
New
$77.25 - $102.5 $177K - $235K
2.29K $213K
JNPR
Juniper Networks Inc

Technology
592
+ 0.79%
$36.35 - $39.03 $21.5K - $23.1K
75.9K $2.96M
SWX
Southwest Gas Holdings, Inc.

Utilities
2.85K
New
$68.16 - $75.87 $195K - $217K
2.85K $210K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.12K
New
$36.98 - $41.55 $189K - $213K
5.12K $210K
PUK
Prudential PLC

Financial Services
11.3K
New
$16.07 - $19.33 $182K - $219K
11.3K $209K
FTV
Fortive Corp

Technology
1.23K
+ 5.27%
$67.01 - $79.2 $82.2K - $97.2K
24.5K $1.93M
TRMB
Trimble Inc.

Technology
3.37K
New
$49.82 - $62.06 $168K - $209K
3.37K $209K
FLIN
Franklin Templeton ETF Tr

ETFs
4.99K
New
$39.24 - $42.42 $196K - $212K
4.99K $208K
WPP
Wpp PLC

Communication Services
4.08K
New
$43.23 - $52.12 $176K - $212K
4.08K $208K
PCEF
Invesco Cef Income Composite E

ETFs
10.6K
New
$18.24 - $19.71 $193K - $209K
10.6K $208K
QJUN
First Tr ETF
7.66K
New
$24.85 - $27.22 $190K - $208K
7.66K $206K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3.1K
New
$56.16 - $68.57 $174K - $212K
3.1K $205K
KR
Kroger CO

Consumer Defensive
684
+ 3.04%
$50.43 - $57.3 $34.5K - $39.2K
23.2K $1.33M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.94K
New
$97.05 - $106.1 $188K - $206K
1.94K $204K
FIW
First Trust Water ETF

ETFs
1.52K
+ 38.01%
$98.0 - $109.33 $149K - $166K
5.52K $603K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
11.8K
New
$14.08 - $17.36 $166K - $204K
11.8K $203K
MOTI
Vaneck Morningstar Internation

ETFs
5.81K
New
$30.71 - $35.45 $178K - $206K
5.81K $203K
AVSC
American Centy ETF Tr Avantis
3.75K
New
$49.07 - $56.13 $184K - $210K
3.75K $202K
HMN
Horace Mann Educators Corp

Financial Services
5.79K
New
$32.13 - $36.22 $186K - $210K
5.79K $202K
CSWI
Csw Industrials, Inc.

Industrials
46
+ 2.53%
$263.55 - $370.84 $12.1K - $17.1K
1.87K $684K
FE
Firstenergy Corp

Utilities
4.52K
New
$38.25 - $44.54 $173K - $201K
4.52K $200K
GTLB
Gitlab Inc.

Technology
3.89K
New
$40.84 - $56.2 $159K - $219K
3.89K $200K
DBND
Doubleline ETF Tr Opportunisti

ETFs
4.22K
New
$44.93 - $47.6 $190K - $201K
4.22K $200K
DTM
Dt Midstream, Inc.

Energy
2.2K
+ 66.97%
$69.34 - $79.28 $153K - $175K
5.5K $432K
DIS
Walt Disney CO

Communication Services
4.36K
+ 6.1%
$85.6 - $98.61 $374K - $430K
75.9K $7.3M
AWI
Armstrong World Industries Inc

Industrials
620
+ 9.7%
$111.43 - $132.72 $69.1K - $82.3K
7.01K $921K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.69K
+ 16.79%
$44.66 - $49.15 $210K - $231K
32.6K $1.54M
GPI
Group 1 Automotive Inc

Consumer Cyclical
236
+ 19.17%
$280.92 - $391.73 $66.3K - $92.4K
1.47K $562K
EXLS
Exl Service Holdings, Inc.

Technology
3.2K
+ 29.43%
$31.2 - $38.15 $99.7K - $122K
14.1K $536K
DHS
Wisdomtree Tr U.S

ETFs
385
+ 2.21%
$83.9 - $93.83 $32.3K - $36.1K
17.8K $1.67M
EQT
Eqt Corp

Energy
5.45K
+ 49.06%
$30.21 - $37.21 $165K - $203K
16.6K $606K
MRVL
Marvell Technology, Inc.

Technology
477
+ 0.65%
$56.15 - $76.24 $26.8K - $36.4K
73.4K $5.29M
LSTR
Landstar System Inc

Industrials
966
+ 36.74%
$173.24 - $193.87 $167K - $187K
3.6K $679K
WTS
Watts Water Technologies Inc

Industrials
647
+ 26.19%
$175.53 - $207.88 $114K - $134K
3.12K $645K
ATO
Atmos Energy Corp

Utilities
887
+ 28.56%
$114.08 - $138.75 $101K - $123K
3.99K $554K
JBHT
Hunt J B Transport Services Inc

Industrials
598
+ 8.28%
$155.54 - $176.97 $93K - $106K
7.82K $1.35M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
8.26K
+ 47.04%
$19.48 - $20.97 $161K - $173K
25.8K $536K
THG
Hanover Insurance Group, Inc.

Financial Services
488
+ 9.26%
$123.93 - $149.6 $60.5K - $73K
5.76K $852K
VOE
Vanguard Mid Cap Value Index F

ETFs
388
+ 5.3%
$149.02 - $167.67 $57.8K - $65.1K
7.7K $1.29M
TME
Tencent Music Entertainment Group

Communication Services
15.7K
New
$9.46 - $15.28 $149K - $240K
15.7K $189K
ROLL
Rbc Bearings Inc

Industrials
769
+ 32.1%
N/A
3.17K $778K
AIQ
Global X Funds Global X Artifi

ETFs
3.37K
+ 8.13%
$31.85 - $37.36 $107K - $126K
44.8K $1.66M
LCII
Lci Industries

Consumer Cyclical
1.19K
+ 44.42%
$97.61 - $123.73 $116K - $147K
3.87K $465K
TW
Tradeweb Markets Inc.

Financial Services
557
+ 8.28%
$104.25 - $123.67 $58.1K - $68.9K
7.28K $900K
HPQ
Hp Inc

Technology
2.94K
+ 3.04%
$32.02 - $38.11 $94K - $112K
99.5K $3.57M
OWL
Blue Owl Capital Inc.

Financial Services
8.35K
+ 60.96%
$15.81 - $19.83 $132K - $166K
22.1K $427K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.32K
+ 39.27%
$101.06 - $115.49 $133K - $152K
4.67K $529K
AER
Aer Cap Holdings N.V.

Industrials
1.7K
+ 11.25%
$86.24 - $98.28 $147K - $167K
16.8K $1.59M
PNFP
Pinnacle Financial Partners Inc

Financial Services
62
+ 0.64%
$76.97 - $100.56 $4.77K - $6.23K
9.73K $953K
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email