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
ERIC
Ericsson Lm Telephone CO

Technology
23.8K
New
$6.19 - $7.77 $147K - $185K
23.8K $180K
PHYL
Pgim ETF Tr

ETFs
4.64K
+ 50.7%
$34.24 - $35.8 $159K - $166K
13.8K $494K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.18K
+ 8.54%
$23.66 - $26.53 $75.1K - $84.2K
40.3K $1.06M
PATK
Patrick Industries Inc

Consumer Cyclical
530
+ 17.33%
$105.01 - $146.96 $55.7K - $77.9K
3.59K $510K
FDLO
Fidelity Covington Tr Low Vola

ETFs
2.36K
+ 30.17%
$56.38 - $61.35 $133K - $145K
10.2K $623K
BAR
Granite Shares Gold Trust

ETFs
5.25K
+ 45.56%
$23.01 - $26.37 $121K - $138K
16.8K $435K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2.35K
+ 7.81%
$25.27 - $30.5 $59.4K - $71.7K
32.5K $960K
VRSK
Verisk Analytics, Inc.

Industrials
760
+ 3.62%
$260.31 - $285.99 $198K - $217K
21.7K $5.82M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
3.17K
+ 27.36%
$43.5 - $45.75 $138K - $145K
14.8K $675K
DTE
Dte Energy CO

Utilities
606
+ 12.09%
$108.67 - $128.41 $65.9K - $77.8K
5.62K $721K
SNDR
Schneider National, Inc.

Industrials
3.05K
+ 17.32%
$22.89 - $28.65 $69.7K - $87.3K
20.6K $589K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
3.54K
+ 16.32%
$33.58 - $35.96 $119K - $127K
25.3K $900K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.44K
+ 9.3%
$46.88 - $48.92 $114K - $119K
28.6K $1.4M
EEM
Ishares Msci Emerging Markets

ETFs
2.65K
+ 20.66%
$40.42 - $46.7 $107K - $124K
15.5K $709K
ADC
Agree Realty Corp

Real Estate
397
+ 4.02%
$61.47 - $76.71 $24.4K - $30.5K
10.3K $773K
GLW
Corning Inc

Technology
1.2K
+ 7.07%
$37.76 - $46.2 $45.4K - $55.5K
18.2K $822K
THO
Thor Industries Inc

Consumer Cyclical
270
+ 3.33%
$91.4 - $109.97 $24.7K - $29.7K
8.37K $919K
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.22K
+ 46.19%
$37.22 - $41.47 $120K - $134K
10.2K $422K
FLGV
Franklin Templeton ETF Trfrank

ETFs
7.18K
+ 62.1%
$20.11 - $21.26 $144K - $153K
18.8K $394K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
99
+ 2.71%
$386.81 - $423.12 $38.3K - $41.9K
3.75K $1.59M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.39K
+ 28.19%
$35.7 - $41.13 $121K - $139K
15.4K $622K
CNS
Cohen & Steers, Inc.

Financial Services
507
+ 10.96%
$70.88 - $97.15 $35.9K - $49.3K
5.13K $492K
FNV
Franco Nevada Corp

Basic Materials
930
+ 12.89%
$116.95 - $131.12 $109K - $122K
8.14K $1.01M
BURL
Burlington Stores, Inc.

Consumer Cyclical
249
+ 6.6%
$233.02 - $278.99 $58K - $69.5K
4.02K $1.06M
HUBB
Hubbell Inc

Industrials
32
+ 1.42%
$355.55 - $428.48 $11.4K - $13.7K
2.29K $978K
WAFD
Washington Federal Inc

Financial Services
1.94K
+ 14.2%
$27.9 - $36.89 $54.1K - $71.6K
15.6K $543K
BYD
Boyd Gaming Corp

Consumer Cyclical
1.68K
+ 37.2%
$53.72 - $65.35 $90.2K - $110K
6.19K $400K
SLAB
Silicon Laboratories Inc.

Technology
961
+ 11.74%
$94.31 - $125.1 $90.6K - $120K
9.15K $1.06M
DJP
Barclays Bank PLC

ETFs
4.19K
+ 6.37%
$32.3 - $32.3 $135K - $135K
70K $2.26M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
514
+ 3.6%
$58.35 - $66.29 $30K - $34.1K
14.8K $979K
FUL
Fuller H B CO

Basic Materials
1.52K
+ 13.02%
$75.6 - $86.2 $115K - $131K
13.2K $1.05M
XYL
Xylem Inc.

Industrials
1.15K
+ 9.0%
$126.14 - $141.53 $146K - $163K
14K $1.89M
PNW
Pinnacle West Capital Corp

Utilities
926
+ 17.26%
$75.52 - $91.31 $69.9K - $84.6K
6.29K $557K
SQ
Block, Inc.

Technology
1.84K
+ 19.4%
$57.21 - $72.07 $105K - $132K
11.3K $758K
CPT
Camden Property Trust

Real Estate
21
+ 0.21%
$107.5 - $126.88 $2.26K - $2.66K
10.1K $1.25M
ZWS
Zurn Water Solutions Corp

Industrials
13
+ 0.06%
$28.61 - $35.94 $372 - $467
22.6K $810K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.71K
+ 4.82%
$46.29 - $48.52 $79.3K - $83.2K
37.2K $1.8M
ENOV
Enovis Corp

Industrials
3.88K
+ 42.98%
$40.57 - $48.1 $157K - $187K
12.9K $555K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11K
+ 83.78%
$11.52 - $12.52 $127K - $138K
24.1K $297K
NUSC
Nuveen Esg Small Cap ETF

ETFs
191
+ 0.49%
$38.89 - $42.97 $7.43K - $8.21K
39.5K $1.69M
EIX
Edison International

Utilities
104
+ 1.16%
$71.19 - $87.72 $7.4K - $9.12K
9.09K $791K
CFG
Citizens Financial Group Inc

Financial Services
2.01K
+ 16.0%
$35.24 - $43.24 $70.7K - $86.7K
14.5K $597K
BCS
Barclays PLC

Financial Services
5.52K
+ 10.16%
$10.59 - $12.45 $58.4K - $68.7K
59.8K $726K
AYI
Acuity Brands Inc

Industrials
172
+ 6.02%
$222.88 - $275.47 $38.3K - $47.4K
3.03K $833K
DORM
Dorman Products, Inc.

Consumer Cyclical
429
+ 10.09%
$87.27 - $117.5 $37.4K - $50.4K
4.68K $529K
DLR
Digital Realty Trust, Inc.

Real Estate
338
+ 3.86%
$144.47 - $162.98 $48.8K - $55.1K
9.1K $1.47M
ROAD
Construction Partners, Inc.

Industrials
795
+ 14.09%
$53.22 - $76.29 $42.3K - $60.7K
6.44K $449K
GNR
Spdr S&P Global Natural Resour

ETFs
2.22K
+ 42.45%
$53.02 - $57.84 $118K - $128K
7.45K $429K
IP
International Paper CO

Consumer Cyclical
378
+ 1.82%
$42.55 - $49.98 $16.1K - $18.9K
21.1K $1.03M
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
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