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
FCNCA
First Citizens Bancshares Inc

Financial Services
73
+ 45.06%
$1818.92 - $2353.08 $133K - $172K
235 $496K
PRU
Prudential Financial Inc

Financial Services
1.95K
+ 15.09%
$114.59 - $129.52 $223K - $252K
14.9K $1.76M
TOST
Toast, Inc.

Technology
1.24K
+ 6.6%
$27.43 - $43.54 $33.9K - $53.8K
20K $727K
FLGV
Franklin Templeton ETF Trfrank

ETFs
10.5K
+ 55.86%
$20.03 - $21.07 $210K - $221K
29.2K $588K
TREX
Trex CO Inc

Industrials
2.17K
+ 12.26%
$62.94 - $79.88 $136K - $173K
19.8K $1.37M
EIX
Edison International

Utilities
3.23K
+ 35.57%
$77.93 - $88.36 $252K - $286K
12.3K $983K
PHYL
Pgim ETF Tr

ETFs
5.93K
+ 42.95%
$34.74 - $35.59 $206K - $211K
19.7K $685K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.91K
+ 86.72%
$47.07 - $48.75 $184K - $190K
8.41K $402K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
10.1K
New
$17.7 - $26.34 $178K - $266K
10.1K $189K
ABC
Amerisourcebergen Corp

Healthcare
1.02K
+ 5.93%
N/A
18.2K $3.38M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.96K
+ 4.67%
$50.62 - $50.97 $200K - $202K
88.7K $4.5M
ONON
On Holding Ag

Consumer Cyclical
754
+ 2.51%
$46.3 - $59.54 $34.9K - $44.9K
30.8K $1.69M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.14K
+ 9.84%
$185.87 - $204.12 $212K - $232K
12.7K $2.39M
EXR
Extra Space Storage Inc.

Real Estate
3.12K
+ 33.03%
$142.35 - $178.32 $444K - $556K
12.6K $1.88M
FDS
Factset Research Systems Inc

Financial Services
230
+ 7.05%
$449.69 - $495.72 $103K - $114K
3.49K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
49.6K
+ 3.36%
$189.5 - $206.17 $9.41M - $10.2M
1.53M $292M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2K
+ 75.58%
$123.8 - $167.8 $248K - $336K
4.65K $586K
SOFI
So Fi Technologies, Inc.

Financial Services
581
+ 2.62%
$7.63 - $16.88 $4.43K - $9.81K
22.7K $350K
WSM
Williams Sonoma Inc

Consumer Cyclical
255
+ 5.98%
$129.13 - $198.21 $32.9K - $50.5K
4.52K $836K
DEMZ
The Advisors Inner Circle Fd I

ETFs
4.82K
+ 8.07%
$35.08 - $37.97 $169K - $183K
64.5K $2.32M
AAXJ
Ishares Msci All Country Asia

ETFs
2.63K
+ 91.96%
$72.15 - $82.16 $190K - $216K
5.49K $396K
NDAQ
Nasdaq, Inc.

Financial Services
703
+ 2.58%
$70.87 - $83.05 $49.8K - $58.4K
27.9K $2.16M
TRMB
Trimble Inc.

Technology
2.01K
+ 59.63%
$60.21 - $75.4 $121K - $151K
5.38K $380K
ARGX
Argenx Se

Healthcare
111
+ 7.94%
$520.52 - $638.33 $57.8K - $70.9K
1.51K $928K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.73K
+ 10.86%
$52.0 - $55.66 $142K - $152K
27.9K $1.49M
TFC
Truist Financial Corp

Financial Services
2.48K
+ 2.57%
$41.51 - $48.1 $103K - $119K
98.9K $4.29M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
6.45K
+ 13.08%
$28.25 - $28.72 $182K - $185K
55.7K $1.58M
DKNG
Draft Kings Inc.

Consumer Cyclical
11.9K
+ 8.56%
$35.32 - $44.84 $420K - $533K
151K $5.61M
DT
Dynatrace, Inc.

Technology
2.16K
+ 3.99%
$51.09 - $59.6 $110K - $129K
56.3K $3.06M
DTM
Dt Midstream, Inc.

Energy
477
+ 8.68%
$78.85 - $108.56 $37.6K - $51.8K
5.97K $593K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
880
+ 74.45%
$232.27 - $300.43 $204K - $264K
2.06K $485K
FTHI
First Trust Exchange Traded Fd

ETFs
5.89K
+ 6.44%
$22.89 - $24.02 $135K - $141K
97.2K $2.26M
HPE
Hewlett Packard Enterprise CO

Technology
6.63K
+ 35.42%
$19.31 - $23.95 $128K - $159K
25.3K $541K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.02K
+ 35.22%
$12.27 - $15.41 $98.4K - $124K
30.8K $446K
INTA
Intapp, Inc.

Technology
1.27K
+ 27.27%
$43.86 - $70.0 $55.8K - $89K
5.94K $380K
SBAC
Sba Communications Corp

Real Estate
1.53K
+ 36.32%
$198.24 - $249.31 $303K - $381K
5.73K $1.17M
LUV
Southwest Airlines CO

Industrials
3.61K
+ 42.86%
$28.99 - $34.84 $105K - $126K
12K $404K
NTST
Netstreit Corp.

Real Estate
10.7K
New
$13.84 - $16.74 $148K - $180K
10.7K $151K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
707
+ 10.69%
$238.25 - $261.28 $168K - $185K
7.32K $1.77M
AWI
Armstrong World Industries Inc

Industrials
555
+ 7.92%
$133.26 - $162.01 $74K - $89.9K
7.57K $1.07M
EXPE
Expedia Group, Inc.

Consumer Cyclical
7
+ 0.18%
$146.47 - $191.01 $1.03K - $1.34K
3.82K $711K
PBW
Invesco Exchange Traded Fd Tr

ETFs
7.41K
+ 10.28%
$19.01 - $21.64 $141K - $160K
79.4K $1.59M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
105
+ 0.53%
$83.95 - $99.75 $8.81K - $10.5K
20K $1.79M
HDB
Hdfc Bank LTD

Financial Services
1.73K
+ 6.36%
$59.45 - $68.01 $103K - $118K
28.9K $1.85M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
11.6K
+ 8.8%
$18.36 - $19.53 $213K - $227K
144K $2.64M
BCS
Barclays PLC

Financial Services
5.78K
+ 9.67%
$11.65 - $13.67 $67.3K - $79K
65.6K $871K
CFG
Citizens Financial Group Inc

Financial Services
2.42K
+ 16.61%
$39.92 - $48.46 $96.4K - $117K
17K $742K
PKI
Perkinelmer Inc

Healthcare
1.19K
+ 40.67%
N/A
4.1K $496K
DHS
Wisdomtree Tr U.S

ETFs
1.63K
+ 9.16%
$92.66 - $100.58 $151K - $164K
19.4K $1.81M
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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