Envestnet Portfolio Solutions, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Number of Shares
85,501
Previous 188,761 54.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-103,260 Reduced 54.7%
85,501 $0
Q1 2025

Apr 21, 2025
BUY
N/A
72,815 Added 62.8%
188,761 $0
Q4 2024

Feb 10, 2025
BUY
N/A
22,645 Added 24.27%
115,946 $0
Q3 2024

Oct 31, 2024
BUY
N/A
55,522 Added 146.97%
93,301 $0
Q2 2024

Jul 16, 2024
BUY
N/A
37,779 New
37,779 $0
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