Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.52K
+ 27.39%
$54.15 - $58.81 $82.3K - $89.4K
7.07K $383K
MUSA
Murphy Usa Inc.

Consumer Cyclical
113
+ 6.11%
$473.11 - $555.48 $53.5K - $62.8K
1.96K $984K
AUB
Atlantic Union Bankshares Corp

Financial Services
1.84K
+ 14.66%
$36.13 - $43.55 $66.4K - $80K
14.4K $544K
EOG
Eog Resources Inc

Energy
726
+ 1.62%
$118.22 - $136.54 $85.8K - $99.1K
45.4K $5.57M
FDIS
Fidelity Covington Tr Msci Con

ETFs
262
+ 4.94%
$85.33 - $104.24 $22.4K - $27.3K
5.57K $542K
PR
Permian Resources Corporation

Energy
4.26K
+ 27.69%
$13.41 - $16.21 $57.1K - $69.1K
19.6K $282K
CHH
Choice Hotels International Inc

Consumer Cyclical
15
+ 0.25%
$128.7 - $152.73 $1.93K - $2.29K
5.98K $849K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.28K
+ 12.22%
$60.1 - $66.4 $76.8K - $84.9K
11.7K $709K
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.1K
+ 6.56%
$44.03 - $46.65 $487K - $516K
180K $7.93M
TTC
Toro CO

Industrials
1.65K
+ 17.93%
$80.1 - $88.44 $132K - $146K
10.9K $871K
BRBR
Bellring Brands, Inc.

Consumer Defensive
237
+ 6.53%
$60.38 - $78.79 $14.3K - $18.7K
3.87K $291K
GFL
Gfl Environmental Inc.

Industrials
15
+ 0.1%
$39.53 - $47.1 $593 - $707
15.1K $673K
PODD
Insulet Corp

Healthcare
48
+ 2.32%
$227.79 - $275.7 $10.9K - $13.2K
2.11K $551K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.23K
+ 11.05%
$47.71 - $49.76 $58.7K - $61.2K
12.4K $605K
VDE
Vanguard Energy ETF

ETFs
843
+ 2.99%
$116.67 - $136.78 $98.4K - $115K
29.1K $3.53M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
153
+ 1.98%
$60.17 - $75.64 $9.21K - $11.6K
7.86K $558K
SXI
Standex International Corp

Industrials
315
+ 17.44%
$172.48 - $211.52 $54.3K - $66.6K
2.12K $396K
ARB
Altshares Tr Merger Arbitrage

Industrials
2.47K
+ 22.5%
$27.27 - $28.14 $67.4K - $69.5K
13.4K $370K
XRAY
Dentsply Sirona Inc.

Healthcare
7.21K
+ 82.88%
$17.26 - $26.12 $124K - $188K
15.9K $301K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.53K
+ 14.55%
$57.14 - $64.54 $87.5K - $98.9K
12.1K $692K
WRB
Berkley W R Corp

Financial Services
284
+ 1.09%
$56.48 - $64.94 $16K - $18.4K
26.5K $1.55M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.14K
+ 7.75%
$45.35 - $47.21 $51.9K - $54K
15.9K $739K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
3.92K
+ 5.83%
$48.18 - $50.13 $189K - $197K
71.2K $3.43M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 0.15%
$107.0 - $142.46 $535 - $712
3.38K $439K
WTW
Willis Towers Watson PLC

Financial Services
114
+ 6.99%
$287.99 - $332.53 $32.8K - $37.9K
1.75K $544K
AIG
American International Group, Inc.

Financial Services
973
+ 5.05%
$70.0 - $79.22 $68.1K - $77.1K
20.2K $1.47M
CHKP
Check Point Software Technologies LTD

Technology
559
+ 8.0%
$170.18 - $209.01 $95.1K - $117K
7.54K $1.41M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
2.1K
+ 12.94%
$35.61 - $38.84 $74.8K - $81.6K
18.3K $656K
KEYS
Keysight Technologies, Inc.

Technology
277
+ 2.88%
$149.01 - $172.53 $41.3K - $47.8K
9.91K $1.59M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.95K
+ 11.26%
$33.62 - $35.69 $65.7K - $69.7K
19.3K $652K
SUB
Ishares Short Term National Mu

ETFs
1.07K
+ 1.47%
$104.94 - $106.2 $112K - $114K
73.6K $7.76M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.49K
+ 3.39%
$28.88 - $29.33 $101K - $102K
106K $3.08M
EXC
Exelon Corp

Utilities
4.53K
+ 11.96%
$36.22 - $40.97 $164K - $185K
42.4K $1.59M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.63K
+ 17.91%
$19.47 - $20.95 $90K - $96.9K
30.4K $594K
OEF
Ishares S&P 100 ETF

ETFs
220
+ 0.32%
N/A
68.1K $18.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.54K
+ 35.24%
$55.1 - $61.74 $84.8K - $95K
5.91K $326K
AXS
Axis Capital Holdings LTD

Financial Services
78
+ 1.39%
$78.26 - $94.05 $6.1K - $7.34K
5.71K $505K
SNDR
Schneider National, Inc.

Industrials
1.42K
+ 6.9%
$26.97 - $33.61 $38.4K - $47.9K
22.1K $646K
CHTR
Charter Communications, Inc.

Communication Services
98
+ 8.2%
$315.38 - $408.02 $30.9K - $40K
1.29K $443K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
536
+ 2.57%
$84.34 - $95.14 $45.2K - $51K
21.4K $1.87M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
637
+ 13.64%
$109.14 - $121.63 $69.5K - $77.5K
5.31K $583K
EWC
Ishares Msci Canada ETF

ETFs
2K
+ 9.33%
$39.64 - $43.28 $79.1K - $86.3K
23.4K $941K
MKC
Mccormick & CO Inc

Consumer Defensive
1.23K
+ 18.73%
$73.97 - $84.09 $90.9K - $103K
7.79K $593K
ORI
Old Republic International Corp

Financial Services
1.31K
+ 14.89%
$34.4 - $38.98 $45.1K - $51.1K
10.1K $365K
CCJ
Cameco Corp

Energy
565
+ 8.9%
$48.64 - $61.14 $27.5K - $34.5K
6.91K $355K
FAAR
First Trust Vii Alternative Ab

ETFs
1.63K
+ 4.72%
$27.44 - $28.42 $44.8K - $46.4K
36.2K $1.01M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
8
+ 0.16%
$71.19 - $91.57 $570 - $733
4.9K $408K
POR
Portland General Electric CO

Utilities
2.23K
+ 20.71%
$43.52 - $48.99 $96.8K - $109K
13K $565K
XLP
Consumer Staples Sector Spdr

ETFs
666
+ 2.67%
N/A
25.6K $1.95M
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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