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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.59K
+ 2.98%
$28.6 - $29.27 $217K - $222K
262K $7.52M
LVS
Las Vegas Sands Corp

Consumer Cyclical
474
+ 10.42%
$47.96 - $55.17 $22.7K - $26.2K
5.02K $257K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
700
+ 2.89%
$23.92 - $24.89 $16.7K - $17.4K
24.9K $610K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
133
+ 18.14%
$260.96 - $307.26 $34.7K - $40.9K
866 $234K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
587
+ 2.96%
$10.78 - $12.75 $6.33K - $7.48K
20.4K $254K
LANC
Lancaster Colony Corp

Consumer Defensive
236
+ 5.49%
$172.18 - $200.28 $40.6K - $47.3K
4.54K $785K
LMAT
Lemaitre Vascular Inc

Healthcare
315
+ 10.08%
$85.64 - $107.97 $27K - $34K
3.44K $316K
VMI
Valmont Industries Inc

Industrials
12
+ 0.9%
$287.0 - $352.14 $3.44K - $4.23K
1.35K $414K
DMAR
First Tr Ex Tr Viii Cboe Vest
341
+ 2.74%
$37.14 - $38.49 $12.7K - $13.1K
12.8K $488K
ESE
Esco Technologies Inc

Technology
88
+ 3.11%
$120.68 - $151.38 $10.6K - $13.3K
2.92K $388K
REG
Regency Centers Corp

Real Estate
244
+ 7.74%
$69.77 - $75.91 $17K - $18.5K
3.4K $250K
UTHR
United Therapeutics Corp

Healthcare
81
+ 8.09%
$348.66 - $410.0 $28.2K - $33.2K
1.08K $381K
GNTX
Gentex Corp

Consumer Cyclical
1.09K
+ 10.34%
$28.6 - $31.34 $31.2K - $34.2K
11.6K $334K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.04K
+ 3.0%
$50.62 - $52.07 $52.7K - $54.2K
35.8K $1.83M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
410
+ 5.43%
$41.08 - $42.6 $16.8K - $17.5K
7.96K $333K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
380
+ 3.4%
$25.57 - $30.9 $9.72K - $11.7K
11.6K $318K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.91K
+ 7.14%
$12.74 - $14.23 $37K - $41.4K
43.6K $566K
WU
Western Union CO

Financial Services
5.23K
+ 19.61%
$10.52 - $11.94 $55K - $62.5K
31.9K $338K
GGG
Graco Inc

Industrials
411
+ 8.51%
$81.45 - $92.29 $33.5K - $37.9K
5.24K $441K
ITGR
Integer Holdings Corp

Healthcare
26
+ 0.44%
$124.32 - $141.16 $3.23K - $3.67K
5.91K $783K
IPAR
Inter Parfums Inc

Consumer Defensive
124
+ 7.33%
$118.08 - $139.92 $14.6K - $17.4K
1.82K $238K
LECO
Lincoln Electric Holdings Inc

Industrials
177
+ 5.75%
$187.47 - $219.94 $33.2K - $38.9K
3.26K $610K
ROLL
Rbc Bearings Inc

Industrials
78
+ 2.46%
N/A
3.24K $797K
SWX
Southwest Gas Holdings, Inc.

Utilities
391
+ 13.7%
$67.87 - $79.16 $26.5K - $31K
3.25K $229K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.01K
+ 6.42%
$22.45 - $22.81 $22.7K - $23.1K
16.8K $377K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
132
+ 3.81%
$128.97 - $141.41 $17K - $18.7K
3.59K $469K
FYX
First Tr Small Cap Core Alphad

ETFs
97
+ 1.88%
$96.51 - $110.53 $9.36K - $10.7K
5.26K $531K
RS
Reliance Steel & Aluminum CO

Basic Materials
145
+ 12.67%
$264.2 - $326.32 $38.3K - $47.3K
1.29K $347K
ABCB
Ameris Bancorp

Financial Services
238
+ 4.82%
$60.0 - $72.37 $14.3K - $17.2K
5.17K $323K
BAP
Credicorp LTD

Financial Services
67
+ 4.29%
$180.17 - $198.65 $12.1K - $13.3K
1.63K $298K
NLOK
Norton Life Lock Inc.

Technology
723
+ 7.33%
N/A
10.6K $227K
KNSL
Kinsale Capital Group, Inc.

Financial Services
38
+ 1.18%
$424.05 - $524.22 $16.1K - $19.9K
3.25K $1.51M
PBI
Pitney Bowes Inc

Industrials
1.88K
+ 11.65%
$6.74 - $8.2 $12.7K - $15.4K
18K $130K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
34
+ 0.18%
$42.26 - $43.93 $1.44K - $1.49K
19.2K $831K
NOVT
Novanta Inc

Technology
90
+ 5.64%
N/A
1.69K $266K
DFAE
Dimensional ETF Tr

ETFs
1.45K
+ 13.28%
$25.36 - $28.15 $36.9K - $40.9K
12.4K $314K
AVSC
American Centy ETF Tr Avantis
208
+ 5.55%
$52.7 - $59.57 $11K - $12.4K
3.95K $214K
BGNE
Bei Gene, Ltd.

Healthcare
288
+ 28.35%
$174.72 - $246.04 $50.3K - $70.9K
1.3K $240K
CVCO
Cavco Industries Inc.

Consumer Cyclical
2
+ 0.33%
$409.8 - $533.17 $820 - $1.07K
614 $273K
SM
Sm Energy CO

Energy
677
+ 5.87%
$36.59 - $46.03 $24.8K - $31.2K
12.2K $473K
WFG
West Fraser Timber Co., LTD

Basic Materials
555
+ 16.28%
$84.65 - $101.14 $47K - $56.1K
3.96K $343K
GLDM
World Gold Trust

ETFs
257
+ 2.91%
$50.76 - $55.23 $13K - $14.2K
9.09K $472K
CX
Cemex Sab De Cv

Basic Materials
2.72K
+ 26.43%
$5.17 - $6.16 $14.1K - $16.8K
13K $73K
ENS
Ener Sys

Industrials
471
+ 13.74%
$91.53 - $104.0 $43.1K - $49K
3.9K $360K
FE
Firstenergy Corp

Utilities
797
+ 17.64%
$39.14 - $44.52 $31.2K - $35.5K
5.32K $211K
BHE
Benchmark Electronics Inc

Technology
44
+ 0.59%
$42.69 - $51.83 $1.88K - $2.28K
7.45K $338K
YJUN
First Tr Exchange Traded Fd Vi
1.68K
+ 8.26%
$21.53 - $22.81 $36.3K - $38.4K
22.1K $476K
PAPR
Innovator U.S. Equity Power Bu

ETFs
86
+ 1.08%
$35.71 - $37.1 $3.07K - $3.19K
8.01K $294K
KFRC
Kforce Inc

Industrials
657
+ 11.35%
$53.57 - $62.47 $35.2K - $41K
6.45K $365K
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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