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
IWV
Ishares Russell 3000 ETF

ETFs
2.22K
+ 44.68%
$294.75 - $326.73 $653K - $724K
7.17K $2.34M
PSA
Public Storage

Real Estate
1.25K
+ 27.29%
$283.13 - $365.01 $354K - $457K
5.84K $2.13M
GL
Globe Life Inc.

Financial Services
3.2K
+ 16.3%
$80.92 - $109.6 $259K - $351K
22.8K $2.42M
ONON
On Holding Ag

Consumer Cyclical
11.8K
+ 64.55%
$36.63 - $51.57 $432K - $609K
30.1K $1.51M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10K
+ 18.55%
$50.99 - $57.81 $512K - $581K
64.2K $3.67M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.31K
+ 1.16%
$42.87 - $45.76 $142K - $152K
288K $13M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
32.8K
+ 33.0%
$17.16 - $19.0 $563K - $623K
132K $2.49M
SHOP
Shopify Inc.

Technology
3.93K
+ 12.21%
$52.26 - $80.75 $205K - $317K
36.1K $2.89M
VT
Vanguard Total World Stk Index

ETFs
4.95K
+ 20.12%
$107.72 - $119.96 $533K - $593K
29.5K $3.53M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
15.9K
+ 289.91%
$42.22 - $48.62 $670K - $771K
21.3K $992K
LGOV
First Tr ETF Iv Long Duration

ETFs
27.6K
+ 28.97%
$20.77 - $22.83 $574K - $630K
123K $2.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
805
+ 1.78%
$210.25 - $231.86 $169K - $187K
46.1K $10.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.4K
+ 27.68%
$48.06 - $49.39 $645K - $663K
61.9K $3.05M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.7K
+ 6.12%
$28.11 - $29.42 $413K - $433K
255K $7.49M
EDV
Vanguard Extended Duration Tre

ETFs
7.46K
+ 46.22%
$70.73 - $83.52 $527K - $623K
23.6K $1.88M
SPG
Simon Property Group Inc

Real Estate
1.31K
+ 4.86%
$146.09 - $170.11 $191K - $223K
28.3K $4.78M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.5K
+ 11.86%
$23.78 - $25.04 $512K - $539K
203K $5.09M
PFE
Pfizer Inc

Healthcare
4.04K
+ 0.7%
$27.7 - $31.39 $112K - $127K
579K $16.8M
EME
Emcor Group, Inc.

Industrials
1.02K
+ 29.11%
$340.22 - $435.6 $345K - $442K
4.5K $1.94M
VDC
Vanguard Consumer Staples ETF

ETFs
383
+ 1.04%
$201.77 - $221.32 $77.3K - $84.8K
37.4K $8.16M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.79K
+ 16.34%
$57.8 - $60.8 $508K - $534K
62.6K $3.78M
AVLV
American Centy ETF Tr Avantis
9.5K
+ 186.82%
$60.05 - $65.83 $570K - $625K
14.6K $960K
GWW
W.W. Grainger, Inc.

Industrials
87
+ 2.19%
$896.19 - $1044.18 $78K - $90.8K
4.06K $4.22M
CDNS
Cadence Design Systems Inc

Technology
6.27K
+ 21.44%
$246.84 - $321.11 $1.55M - $2.01M
35.5K $9.63M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.67K
+ 2.73%
$47.72 - $53.81 $175K - $197K
138K $7.35M
TRP
Tc Energy Corp

Energy
68
+ 0.11%
$37.48 - $47.9 $2.55K - $3.26K
64.6K $3.07M
RSG
Republic Services, Inc.

Industrials
1.16K
+ 1.97%
$189.34 - $208.21 $219K - $240K
59.8K $12M
FXU
First Tr Exchange Traded Fd Ut

ETFs
14.6K
+ 223.93%
$32.72 - $38.48 $478K - $562K
21.1K $812K
FTNT
Fortinet, Inc.

Technology
1.65K
+ 6.2%
$55.39 - $77.55 $91.5K - $128K
28.3K $2.19M
FITB
Fifth Third Bancorp

Financial Services
540
+ 0.61%
$36.01 - $43.64 $19.4K - $23.6K
88.5K $3.79M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
7.11K
+ 24.83%
$60.25 - $66.85 $428K - $475K
35.7K $2.36M
CW
Curtiss Wright Corp

Industrials
1.38K
+ 72.25%
$265.18 - $332.22 $366K - $458K
3.29K $1.08M
HRL
Hormel Foods Corp

Consumer Defensive
14.8K
+ 19.12%
$30.04 - $33.14 $444K - $490K
92.2K $2.92M
MNST
Monster Beverage Corp

Consumer Defensive
7.52K
+ 10.08%
$45.01 - $52.47 $339K - $395K
82.2K $4.29M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
614
+ 3.33%
$150.01 - $182.29 $92.1K - $112K
19.1K $3.47M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
6.2K
+ 10.6%
$39.24 - $45.31 $243K - $281K
64.7K $2.87M
DOX
Amdocs LTD

Technology
3.77K
+ 15.54%
$78.13 - $87.85 $294K - $331K
28K $2.45M
EXAS
Exact Sciences Corp

Healthcare
432
+ 2.22%
$42.43 - $70.83 $18.3K - $30.6K
19.9K $1.36M
SYY
Sysco Corp

Consumer Defensive
1.19K
+ 1.82%
$69.16 - $78.98 $82.5K - $94.2K
66.7K $5.21M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.9K
+ 39.51%
$16.42 - $18.12 $458K - $506K
98.5K $1.78M
PEG
Public Service Enterprise Group Inc

Utilities
1.04K
+ 3.7%
$73.58 - $89.21 $76.6K - $92.9K
29.2K $2.6M
BWX
Spdr Bloomberg International T

ETFs
12.7K
+ 10.61%
$21.34 - $23.47 $272K - $299K
133K $3.1M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.4K
+ 42.71%
$28.09 - $30.4 $461K - $499K
54.8K $1.66M
DOW
Dow Inc.

Basic Materials
7.19K
+ 8.54%
$50.15 - $55.41 $361K - $398K
91.4K $4.99M
ICF
Ishares Tr

ETFs
1.97K
+ 4.31%
$56.77 - $67.33 $112K - $133K
47.8K $3.15M
PRI
Primerica, Inc.

Financial Services
1.26K
+ 19.16%
$233.01 - $266.6 $293K - $335K
7.82K $2.07M
HWM
Howmet Aerospace Inc.

Industrials
209
+ 0.94%
$77.3 - $100.22 $16.2K - $20.9K
22.4K $2.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.75K
+ 2.44%
$75.47 - $83.18 $132K - $145K
73.2K $6.09M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.85K
+ 17.23%
$94.31 - $103.26 $363K - $398K
26.2K $2.69M
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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