Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.11M
+ 19.73%
$96.25 - $101.98 $299M - $317M
18.8M $1.91B
EFV
Msci Eafe Value ETF

ETFs
4.44M
+ 82.14%
$51.72 - $57.96 $230M - $258M
9.86M $567M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.08M
+ 20.72%
$44.83 - $47.42 $183M - $193M
23.8M $1.12B
IEFA
Ishares Tr

ETFs
1.3M
+ 10.01%
$70.09 - $78.74 $91.1M - $102M
14.3M $1.11B
MUB
Ishares National Muni Bond ETF

ETFs
775K
+ 17.12%
$106.13 - $108.7 $82.3M - $84.3M
5.3M $576M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.07M
+ 40.34%
$56.04 - $62.99 $60.2M - $67.6M
3.74M $228M
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 0.08%
$47.6 - $53.31 $504K - $565K
13.6M $716M
QUAL
Ishares Msci Usa Quality Facto

ETFs
101K
+ 3.25%
$162.64 - $179.3 $16.4M - $18.1M
3.21M $575M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
292K
+ 3.03%
$44.24 - $49.47 $12.9M - $14.4M
9.93M $491M
IWR
Ishares Russell Mid Cap ETF

ETFs
64.9K
+ 1.64%
$79.92 - $88.19 $5.19M - $5.72M
4.03M $355M
IVE
Ishares S&P 500 Value ETF

ETFs
53.6K
+ 3.76%
$181.06 - $197.17 $9.71M - $10.6M
1.48M $291M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.06M
+ 71.98%
$25.19 - $26.77 $26.6M - $28.3M
2.52M $67.1M
MBB
Ishares Tr

ETFs
189K
+ 6.68%
$90.85 - $96.66 $17.2M - $18.3M
3.02M $290M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
144K
+ 2.1%
$19.78 - $23.53 $2.84M - $3.38M
6.98M $162M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
30.5K
+ 0.55%
$41.9 - $48.26 $1.28M - $1.47M
5.56M $266M
BNDX
Vanguard Total International B

ETFs
120K
+ 1.17%
$48.42 - $50.35 $5.82M - $6.05M
10.4M $524M
AAPL
Apple Inc.

Technology
20.5K
+ 2.64%
$207.23 - $234.82 $4.25M - $4.82M
799K $186M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
380K
+ 22.86%
$36.02 - $41.68 $13.7M - $15.8M
2.04M $84.2M
DGRO
Ishares Core Dividend Growth E

ETFs
307K
+ 113.27%
$57.47 - $62.76 $17.6M - $19.3M
578K $36.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
661K
+ 94.8%
$24.86 - $26.33 $16.4M - $17.4M
1.36M $35.5M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
297K
+ 24.19%
$46.89 - $52.24 $13.9M - $15.5M
1.53M $79.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
302K
+ 133.01%
$51.02 - $52.74 $15.4M - $15.9M
528K $27.8M
XLF
Financial Sector Spdr

ETFs
288K
+ 190.16%
$40.84 - $45.74 $11.7M - $13.2M
439K $19.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
29.1K
+ 1.27%
$69.16 - $76.64 $2.01M - $2.23M
2.31M $174M
VTWO
Vanguard Russell 2000 ETF

ETFs
93.6K
+ 14.02%
$81.17 - $90.77 $7.6M - $8.5M
761K $68M
META
Meta Platforms, Inc.

Communication Services
6.32K
+ 4.61%
$453.41 - $572.44 $2.86M - $3.62M
143K $82M
PFF
Ishares Trust Ishares Pfd And

ETFs
363K
+ 231.05%
$31.18 - $33.5 $11.3M - $12.2M
520K $17.3M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
472K
+ 1188.72%
$24.38 - $25.2 $11.5M - $11.9M
512K $12.9M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
126K
+ 25.28%
$64.83 - $72.82 $8.15M - $9.15M
623K $44.9M
HD
Home Depot, Inc.

Consumer Cyclical
5.85K
+ 4.18%
$333.64 - $405.2 $1.95M - $2.37M
146K $59.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
27.2K
+ 0.62%
$76.38 - $78.87 $2.08M - $2.15M
4.41M $347M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38.6K
+ 1.82%
$74.26 - $78.84 $2.86M - $3.04M
2.15M $169M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
42.6K
+ 5.08%
$100.75 - $111.62 $4.29M - $4.75M
880K $96.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
236K
+ 19.82%
$26.69 - $29.87 $6.29M - $7.04M
1.43M $41.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
32.4K
+ 0.85%
$44.9 - $47.55 $1.46M - $1.54M
3.84M $181M
AVUV
American Centy ETF Tr Avantis

ETFs
84.3K
+ 687.48%
$88.24 - $99.7 $7.44M - $8.4M
96.5K $9.26M
TSLA
Tesla, Inc.

Consumer Cyclical
11.2K
+ 13.81%
$191.76 - $263.26 $2.15M - $2.95M
92.2K $24.1M
HDV
Ishares Core High Dividend ETF

ETFs
66.9K
+ 443.86%
$107.62 - $118.76 $7.2M - $7.94M
82K $9.64M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
128K
+ 282.57%
$55.51 - $61.51 $7.09M - $7.86M
173K $10.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.5K
+ 3.76%
$105.53 - $118.34 $1.95M - $2.18M
509K $59.6M
CGDV
Capital Group Divid Value ETF

ETFs
160K
+ 50.99%
$32.96 - $36.48 $5.26M - $5.82M
473K $17.2M
IFRA
Ishares Tr

ETFs
44.2K
+ 4.45%
$41.55 - $46.97 $1.84M - $2.08M
1.04M $48.7M
KMI
Kinder Morgan, Inc.

Energy
256K
+ 60.0%
$19.72 - $22.22 $5.05M - $5.69M
683K $15.1M
NEE
Nextera Energy Inc

Utilities
11.2K
+ 2.87%
$69.9 - $84.97 $786K - $955K
403K $34.1M
ABBV
Abb Vie Inc.

Healthcare
3.21K
+ 1.61%
$163.84 - $199.33 $527K - $641K
202K $40M
RF
Regions Financial Corp

Financial Services
185K
+ 45.02%
$19.51 - $23.42 $3.6M - $4.32M
594K $13.9M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
107K
+ 395.98%
$46.5 - $49.42 $4.98M - $5.29M
134K $6.59M
JNJ
Johnson & Johnson

Healthcare
18.9K
+ 14.58%
$145.48 - $167.38 $2.75M - $3.17M
149K $24.1M
GLD
Spdr Gold Trust

ETFs
10.6K
+ 12.25%
$215.56 - $246.98 $2.29M - $2.63M
97.5K $23.7M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email