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
SJNK
Spdr Bloomberg Short Term High

ETFs
1.25K
+ 2.88%
$25.09 - $25.69 $31.4K - $32.2K
44.7K $1.13M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
754
+ 6.06%
$42.79 - $44.9 $32.3K - $33.9K
13.2K $566K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
451
+ 1.4%
$50.23 - $50.47 $22.7K - $22.8K
32.7K $1.64M
TNDM
Tandem Diabetes Care Inc

Healthcare
1.18K
+ 22.02%
$27.34 - $41.78 $32.4K - $49.5K
6.56K $236K
CLH
Clean Harbors Inc

Industrials
135
+ 6.86%
$228.61 - $263.39 $30.9K - $35.6K
2.1K $483K
EEFT
Euronet Worldwide, Inc.

Technology
3
+ 0.14%
$96.0 - $106.61 $288 - $320
2.09K $215K
FR
First Industrial Realty Trust Inc

Real Estate
1.44K
+ 13.04%
$49.6 - $55.9 $71.6K - $80.7K
12.5K $627K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
59
+ 1.04%
$41.53 - $42.95 $2.45K - $2.53K
5.76K $245K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
589
+ 16.64%
$77.43 - $89.47 $45.6K - $52.7K
4.13K $321K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
97
+ 2.49%
$89.01 - $96.24 $8.63K - $9.34K
4K $358K
IEX
Idex Corp

Industrials
121
+ 3.42%
$202.75 - $236.06 $24.5K - $28.6K
3.66K $766K
POWI
Power Integrations Inc

Technology
448
+ 5.09%
$60.04 - $68.05 $26.9K - $30.5K
9.24K $570K
WTS
Watts Water Technologies Inc

Industrials
91
+ 2.92%
$190.59 - $221.46 $17.3K - $20.2K
3.21K $652K
NYT
New York Times CO

Communication Services
558
+ 8.75%
$52.01 - $56.83 $29K - $31.7K
6.93K $360K
NEU
Newmarket Corp

Basic Materials
55
+ 5.57%
$519.96 - $563.85 $28.6K - $31K
1.04K $550K
VTWV
Vanguard Russell 2000 Value Et

ETFs
125
+ 2.82%
$143.69 - $159.92 $18K - $20K
4.55K $657K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1.31K
+ 6.49%
$34.01 - $41.29 $44.5K - $54K
21.5K $734K
HUBB
Hubbell Inc

Industrials
63
+ 2.76%
$418.89 - $472.12 $26.4K - $29.7K
2.35K $983K
NSSC
Napco Security Technologies, Inc

Industrials
1.12K
+ 15.5%
$34.51 - $42.2 $38.7K - $47.3K
8.36K $297K
SIGI
Selective Insurance Group Inc

Financial Services
51
+ 1.33%
$90.05 - $102.09 $4.59K - $5.21K
3.9K $364K
SAN
Banco Santander, S.A.

Financial Services
9.96K
+ 12.92%
$4.49 - $5.05 $44.7K - $50.3K
87.1K $397K
CVLT
Commvault Systems Inc

Technology
48
+ 3.55%
$132.26 - $177.6 $6.35K - $8.52K
1.4K $211K
SLG
Sl Green Realty Corp

Real Estate
140
+ 4.26%
$66.24 - $81.13 $9.27K - $11.4K
3.42K $232K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
546
+ 3.92%
$25.3 - $26.31 $13.8K - $14.4K
14.5K $370K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
388
+ 2.64%
N/A
15.1K $153K
CNS
Cohen & Steers, Inc.

Financial Services
230
+ 4.48%
$90.53 - $106.6 $20.8K - $24.5K
5.36K $495K
ENIC
Enel Chile S.A.

Utilities
413
+ 2.9%
$2.62 - $2.98 $1.08K - $1.23K
14.7K $42K
XT
Ishares Tr Exponential Technol

ETFs
359
+ 2.33%
$58.7 - $62.72 $21.1K - $22.5K
15.7K $939K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
960
+ 7.3%
$36.95 - $39.5 $35.5K - $37.9K
14.1K $522K
CRTO
Criteo S.A.

Communication Services
132
+ 2.45%
$33.44 - $43.41 $4.41K - $5.73K
5.52K $218K
IEF
Ishares Barclays

ETFs
22.3K
+ 6.14%
$92.08 - $98.18 $2.05M - $2.19M
385K $35.6M
ISMD
Northern Lts Fd Tr Iv

ETFs
136
+ 1.7%
$36.81 - $40.75 $5.01K - $5.54K
8.14K $305K
SKX
Skechers Usa Inc

Consumer Cyclical
9
+ 0.18%
$59.24 - $72.0 $533 - $648
5.07K $340K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
109
+ 1.95%
$154.42 - $163.91 $16.8K - $17.9K
5.69K $880K
WMG
Warner Music Group Corp.

Communication Services
150
+ 1.98%
$30.73 - $33.67 $4.61K - $5.05K
7.74K $239K
DBND
Doubleline ETF Tr Opportunisti

ETFs
230
+ 5.45%
$45.15 - $47.26 $10.4K - $10.9K
4.45K $201K
MIDD
Middleby Corp

Industrials
95
+ 2.81%
$129.7 - $146.97 $12.3K - $14K
3.47K $470K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
73
+ 3.2%
$115.64 - $129.74 $8.44K - $9.47K
2.36K $274K
Ab Active Etfs Inc
633
+ 6.65%
N/A
10.2K $0
YEAR
Ab Active Etfs Inc Ultra Short
1.21K
+ 8.85%
N/A
14.9K $0
Ab Active Etfs Inc
2.89K
New
N/A
2.89K $0
Ab Active Etfs Inc
282
+ 4.53%
N/A
6.51K $0
Advisors Inner Circle Fd Ii
167K
New
N/A
167K $0
Advisors Inner Circle Fd Ii
61.7K
New
N/A
61.7K $0
Advisors Inner Circle Fd Ii
22.8K
New
N/A
22.8K $0
Advisors Inner Circle Fd Ii
80.3K
New
N/A
80.3K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
5.09K
New
N/A
5.09K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
25
+ 0.15%
N/A
17.2K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
1.25K
+ 12.07%
N/A
11.6K $0
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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