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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
279
+ 16.49%
$1024.09 - $1201.76 $286K - $335K
1.97K $2.07M
DASH
Door Dash, Inc.

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

Technology
1.68K
+ 30.34%
$158.45 - $238.04 $267K - $401K
7.23K $1.5M
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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
20.5K
+ 31.27%
$9.55 - $11.13 $196K - $229K
86.2K $934K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.21K
+ 2.07%
$85.48 - $98.39 $103K - $119K
59.4K $5.74M
WDC
Western Digital Corp

Technology
6.83K
+ 26.25%
$56.25 - $80.24 $384K - $548K
32.8K $2.24M
CL
Colgate Palmolive CO

Consumer Defensive
874
+ 3.26%
$95.54 - $108.77 $83.5K - $95.1K
27.7K $2.87M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
4.23K
+ 121.65%
$59.66 - $72.78 $252K - $308K
7.71K $491K
BCE
Bce Inc

Communication Services
575
+ 0.56%
$31.33 - $36.08 $18K - $20.7K
104K $3.61M
GQRE
Flexshares Tr Global Quality R

ETFs
418
+ 1.33%
$54.18 - $62.97 $22.6K - $26.3K
31.9K $1.98M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
120
+ 0.18%
$73.78 - $81.92 $8.85K - $9.83K
68K $5.57M
AZN
Astrazeneca PLC

Healthcare
3.54K
+ 2.6%
$76.67 - $87.62 $271K - $310K
140K $10.9M
EXPO
Exponent Inc

Industrials
27
+ 0.21%
$93.45 - $115.28 $2.52K - $3.11K
12.9K $1.49M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.77K
+ 23.49%
$42.54 - $47.97 $203K - $229K
25K $1.19M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.73K
+ 106.34%
$75.81 - $88.73 $207K - $243K
5.31K $469K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.31K
+ 2.97%
$45.2 - $47.87 $104K - $110K
79.9K $3.8M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.46K
+ 44.85%
$97.96 - $124.99 $143K - $183K
4.72K $588K
CHKP
Check Point Software Technologies LTD

Technology
382
+ 5.79%
$165.0 - $195.47 $63K - $74.7K
6.99K $1.35M
NDSN
Nordson Corp

Industrials
171
+ 2.52%
$225.0 - $262.63 $38.5K - $44.9K
6.97K $1.83M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.98K
+ 81.11%
$44.46 - $48.11 $222K - $240K
11.1K $535K
WEX
Wex Inc.

Technology
988
+ 74.12%
$168.01 - $209.77 $166K - $207K
2.32K $486K
IBKR
Interactive Brokers Group, Inc.

Financial Services
421
+ 3.71%
$108.65 - $139.41 $45.7K - $58.7K
11.8K $1.64M
DFIV
Dimensional ETF Tr

ETFs
544
+ 0.51%
$34.66 - $38.38 $18.9K - $20.9K
106K $4.05M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.59K
+ 1.06%
$20.81 - $21.7 $53.9K - $56.2K
246K $5.35M
FNF
Fidelity National Financial, Inc.

Financial Services
436
+ 2.52%
$48.08 - $62.04 $21K - $27K
17.8K $1.1M
MIDD
Middleby Corp

Industrials
1.54K
+ 84.03%
$119.13 - $144.82 $184K - $223K
3.38K $469K
JKHY
Henry Jack & Associates Inc

Technology
769
+ 7.62%
$160.87 - $177.06 $124K - $136K
10.9K $1.92M
NUE
Nucor Corp

Basic Materials
1.97K
+ 28.76%
$137.77 - $166.14 $271K - $326K
8.8K $1.32M
RNR
Renaissancere Holdings LTD

Financial Services
113
+ 2.62%
$211.47 - $272.21 $23.9K - $30.8K
4.42K $1.2M
EXR
Extra Space Storage Inc.

Real Estate
49
+ 0.52%
$151.92 - $183.06 $7.44K - $8.97K
9.44K $1.7M
GD
General Dynamics Corp

Industrials
37
+ 0.2%
$279.51 - $308.09 $10.3K - $11.4K
18.9K $5.73M
ALGN
Align Technology Inc

Healthcare
629
+ 10.54%
$204.03 - $257.2 $128K - $162K
6.6K $1.68M
APH
Amphenol Corp

Technology
6.11K
+ 8.35%
$58.39 - $70.41 $357K - $430K
79.2K $5.16M
PRU
Prudential Financial Inc

Financial Services
1.59K
+ 14.03%
$105.53 - $127.32 $168K - $202K
12.9K $1.56M
EOG
Eog Resources Inc

Energy
2.91K
+ 6.97%
$117.9 - $132.65 $343K - $386K
44.7K $5.49M
FDVV
Fidelity High Dividend ETF

ETFs
2.91K
+ 13.46%
$46.26 - $50.65 $135K - $147K
24.5K $1.24M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.52K
+ 5.63%
$50.52 - $50.95 $228K - $230K
84.8K $4.31M
YUM
Yum Brands Inc

Consumer Cyclical
1.15K
+ 12.31%
$125.95 - $139.96 $145K - $161K
10.5K $1.47M
UMBF
Umb Financial Corp

Financial Services
1.23K
+ 26.91%
$81.41 - $108.94 $99.7K - $133K
5.78K $606K
VNO
Vornado Realty Trust

Real Estate
1.66K
+ 13.44%
$25.5 - $39.4 $42.2K - $65.2K
14K $550K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.64K
+ 14.0%
$80.13 - $88.89 $132K - $146K
13.4K $1.18M
CBT
Cabot Corp

Basic Materials
456
+ 5.13%
$86.96 - $111.73 $39.7K - $50.9K
9.34K $1.04M
HTRB
Hartford Fds Total Return Bd E

ETFs
2.59K
+ 2.86%
$33.29 - $35.33 $86.2K - $91.5K
93.2K $3.26M
GFL
Gfl Environmental Inc.

Industrials
5.37K
+ 55.15%
$37.64 - $43.49 $202K - $233K
15.1K $602K
TTC
Toro CO

Industrials
3.07K
+ 49.98%
$81.82 - $99.44 $252K - $306K
9.22K $799K
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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