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
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
20
+ 0.17%
$21.51 - $22.16 $430 - $443
12.1K $267K
KWR
Quaker Chemical Corp

Basic Materials
34
+ 2.05%
$157.95 - $192.14 $5.37K - $6.53K
1.69K $285K
NOVT
Novanta Inc

Technology
76
+ 5.0%
$157.79 - $157.79 $12K - $12K
1.6K $251K
EPD
Enterprise Products Partners L.P.

Energy
43
+ 0.43%
$27.88 - $30.0 $1.2K - $1.29K
10.1K $293K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
89
+ 1.71%
$86.23 - $103.97 $7.67K - $9.25K
5.3K $514K
ENIC
Enel Chile S.A.

Utilities
916
+ 6.87%
$2.54 - $2.95 $2.33K - $2.7K
14.2K $39K
J P Morgan Exchange Traded F
9.4K
+ 33.68%
N/A
37.3K $0
JGRO
J P Morgan Exchange Traded Fd
5.78K
+ 35.37%
N/A
22.1K $0
Manager Directed Portfolios
83.6K
+ 55.78%
N/A
234K $0
Nextracker Inc
3.14K
+ 71.1%
N/A
7.56K $0
JPHY
Jp Morgan High Yield Research

ETFs
6.23K
+ 38.54%
N/A
22.4K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
3.93K
+ 12.45%
N/A
35.5K $0
Capital Grp Fixed Incm ETF T
32.5K
+ 68.1%
N/A
80.2K $0
Ab Active Etfs Inc
177
+ 2.93%
N/A
6.22K $0
Capital Group Dividend Growe
135K
+ 516.4%
N/A
161K $0
YEAR
Ab Active Etfs Inc Ultra Short
116
+ 0.86%
N/A
13.7K $0
Capital Group Core Balanced
55.5K
+ 146.97%
N/A
93.3K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
786
+ 4.32%
N/A
19K $0
Labcorp Holdings Inc
589
+ 6.58%
N/A
9.54K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
188
+ 1.11%
N/A
17.2K $0
American Healthcare Reit Inc
9.58K
New
N/A
9.58K $0
Amentum Holdings Inc
14.5K
New
N/A
14.5K $0
Wisdomtree Tr
314
+ 3.97%
N/A
8.22K $0
Linde PLC
1.2K
+ 3.39%
N/A
36.8K $0
Jacobs Solutions Inc
589
+ 4.23%
N/A
14.5K $0
Blackrock ETF Trust Ii
916K
+ 43.55%
N/A
3.02M $0
Blackrock ETF Trust Ii
34.7K
+ 47.15%
N/A
108K $0
ALTR
Altair Engineering Inc.

Technology
57
+ 2.71%
$81.56 - $100.25 $4.65K - $5.71K
2.16K $206K
Ab Active Etfs Inc
212
+ 2.28%
N/A
9.52K $0
Natwest Group PLC
33K
+ 102.31%
N/A
65.3K $0
LCTD
Blackrock ETF World Ex Us Carb
3.42K
+ 0.92%
N/A
375K $0
MOGA
Moog Inc Cla
6
+ 0.24%
N/A
2.51K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
3.48K
+ 7.37%
N/A
50.7K $0
Annaly Capital Management In
3.28K
+ 14.63%
N/A
25.7K $0
American Centy ETF Tr
5.06K
New
N/A
5.06K $0
CGMU
Capital Group Core Plus Income
421K
New
N/A
421K $0
Ea Series Trust
9.67K
New
N/A
9.67K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.83K
+ 89.37%
N/A
20.8K $0
CRH.L
Crh PLC

Basic Materials
397
+ 1.74%
N/A
23.3K $0
T Rowe Price ETF Inc
15K
+ 39.37%
N/A
53.1K $0
Corpay Inc
164
+ 3.65%
N/A
4.66K $0
BUCK
Simplify Exchange Traded Fds S
20.1K
New
N/A
20.1K $0
Simplify Exchange Traded Fun
30.5K
New
N/A
30.5K $0
Tcw ETF Trust
1.72K
+ 3.18%
N/A
55.6K $0
Te Connectivity PLC
38.9K
New
N/A
38.9K $0
HIGH
Simplify Exchange Traded Fds E
23.2K
New
N/A
23.2K $0
Ferguson Enterprises Inc
14.3K
New
N/A
14.3K $0
First Tr Exchange Traded Fd
44.4K
+ 46.29%
N/A
140K $0
Ge Vernova Inc
4.7K
+ 64.77%
N/A
12K $0
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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