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
FSEC
Fidel Merrimack Str Tr

ETFs
7.9K
New
$41.74 - $44.72 $330K - $353K
7.9K $350K
AZPN
Aspen Technology, Inc.

Technology
540
+ 9.85%
$172.9 - $239.26 $93.4K - $129K
6.02K $1.44M
IGLB
Ishares 10+ Year Investment Gr

ETFs
755
+ 0.88%
$49.38 - $54.19 $37.3K - $40.9K
86.9K $4.66M
PLTR
Palantir Technologies Inc.

Technology
2.96K
+ 14.86%
$24.09 - $37.95 $71.2K - $112K
22.9K $850K
AVDV
American Centy ETF Tr Avantis

ETFs
4.04K
+ 39.04%
$62.52 - $71.12 $252K - $287K
14.4K $1.02M
VICI
Vici Properties Inc.

Real Estate
3.38K
+ 6.95%
$27.64 - $34.08 $93.4K - $115K
52K $1.73M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.69K
+ 10.16%
$93.14 - $105.12 $157K - $178K
18.3K $1.92M
LEN
Lennar Corp

Consumer Cyclical
560
+ 9.11%
$142.5 - $192.45 $79.8K - $108K
6.71K $1.26M
BALL
Ball Corp

Consumer Cyclical
3.29K
+ 23.2%
$58.86 - $67.91 $194K - $224K
17.5K $1.19M
DD
Du Pont De Nemours, Inc.

Basic Materials
26
+ 0.07%
$77.22 - $89.49 $2.01K - $2.33K
38.5K $3.43M
WAT
Waters Corp

Healthcare
399
+ 14.75%
$282.7 - $359.89 $113K - $144K
3.11K $1.12M
FV
First Trust Dorsey Wright Focu

ETFs
5.39K
+ 34.28%
$51.35 - $59.82 $277K - $323K
21.1K $1.23M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.94K
+ 1.13%
$47.95 - $49.61 $93.1K - $96.3K
174K $8.59M
LYG
Lloyds Banking Group PLC

Financial Services
70K
+ 24.16%
$2.73 - $3.17 $191K - $222K
360K $1.12M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.76K
+ 13.31%
$95.81 - $109.03 $168K - $192K
15K $1.61M
CRVL
Corvel Corp

Financial Services
982
New
$250.37 - $326.89 $246K - $321K
982 $321K
OTIS
Otis Worldwide Corp

Industrials
1.44K
+ 6.58%
$91.43 - $104.43 $132K - $151K
23.4K $2.43M
MC
Moelis & CO

Financial Services
3.89K
+ 86.86%
$57.14 - $70.62 $222K - $275K
8.37K $573K
HLI
Houlihan Lokey, Inc.

Financial Services
313
+ 2.69%
$134.11 - $161.99 $42K - $50.7K
11.9K $1.89M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
2.68K
New
$84.66 - $123.5 $227K - $331K
2.68K $317K
CWS
Advisorshares Tr Advisorshares

ETFs
4.56K
New
$61.66 - $68.72 $281K - $313K
4.56K $313K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.55K
New
$38.81 - $41.41 $293K - $312K
7.55K $312K
VONV
Vanguard Russell 1000 Value Et

ETFs
49
+ 0.11%
$76.07 - $83.33 $3.73K - $4.08K
45.3K $3.77M
XPO
Xpo Logistics, Inc.

Industrials
2.83K
+ 66.56%
$101.15 - $125.11 $286K - $353K
7.07K $759K
AVTR
Avantor, Inc.

Basic Materials
1.54K
+ 2.68%
$20.58 - $27.7 $31.8K - $42.8K
59.1K $1.53M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.55K
New
$50.64 - $55.7 $281K - $309K
5.55K $309K
ITA
Ishares Tr

ETFs
1.64K
+ 45.67%
$131.58 - $149.64 $216K - $245K
5.23K $782K
CUBE
Cube Smart

Real Estate
2.74K
+ 14.79%
$43.74 - $54.55 $120K - $149K
21.3K $1.14M
FAST
Fastenal CO

Industrials
1.14K
+ 4.36%
$62.09 - $71.83 $71K - $82.1K
27.4K $1.95M
LII
Lennox International Inc

Industrials
80
+ 2.16%
$523.72 - $620.83 $41.9K - $49.7K
3.79K $2.29M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.55K
New
$169.73 - $204.18 $263K - $316K
1.55K $305K
XLK
Technology Sector Spdr

ETFs
1.45K
+ 2.67%
$197.34 - $237.68 $287K - $346K
55.9K $12.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.08K
+ 1.77%
$46.9 - $51.96 $50.6K - $56K
62K $3.19M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
3.63K
+ 19.67%
$43.9 - $52.34 $159K - $190K
22.1K $1.13M
MOH
Molina Healthcare, Inc.

Healthcare
868
New
$283.98 - $360.73 $246K - $313K
868 $299K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
366
+ 4.8%
$72.18 - $107.33 $26.4K - $39.3K
7.99K $847K
EXI
Ishares Global Industrials ETF

ETFs
2.01K
New
$131.6 - $149.88 $265K - $302K
2.01K $299K
AVIV
American Centy ETF Tr Avantis
5.3K
New
$50.37 - $56.43 $267K - $299K
5.3K $297K
NVR
Nvr Inc

Consumer Cyclical
3
+ 2.52%
$7421.51 - $9811.8 $22.3K - $29.4K
122 $1.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
279
+ 16.49%
$1024.09 - $1201.76 $286K - $335K
1.97K $2.07M
AWK
American Water Works Company, Inc.

Utilities
883
+ 9.23%
$127.76 - $149.9 $113K - $132K
10.5K $1.53M
DASH
Door Dash, Inc.

Communication Services
577
+ 9.56%
$100.28 - $143.99 $57.9K - $83.1K
6.61K $943K
ONTO
Onto Innovation Inc.

Technology
1.68K
+ 30.34%
$158.45 - $238.04 $267K - $401K
7.23K $1.5M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
807
+ 4.62%
$29.24 - $45.37 $23.6K - $36.6K
18.3K $821K
UFPI
Ufp Industries Inc

Basic Materials
1.8K
+ 72.92%
$107.65 - $135.34 $194K - $244K
4.28K $560K
FIDI
Fidelity Covington Tr

ETFs
12.9K
New
$19.71 - $21.83 $254K - $281K
12.9K $280K
DOV
Dover Corp

Industrials
550
+ 3.6%
$172.5 - $193.03 $94.9K - $106K
15.8K $3.04M
NWE
Northwestern Corp

Utilities
2.67K
+ 15.23%
$48.68 - $57.27 $130K - $153K
20.2K $1.15M
DGII
Digi International Inc

Technology
10.1K
New
$22.44 - $29.62 $226K - $298K
10.1K $277K
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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