Envestnet Portfolio Solutions, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Number of Shares
233,602
Previous 149,961 55.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
N/A
83,641 Added 55.78%
233,602 $0
Q2 2024

Jul 16, 2024
SELL
N/A
-2,235 Reduced 1.47%
149,961 $0
Q1 2024

May 06, 2024
BUY
N/A
19,923 Added 15.06%
152,196 $0
Q4 2023

Feb 07, 2024
BUY
N/A
132,273 New
132,273 $0
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