Envestnet Portfolio Solutions, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Number of Shares
243,154
Previous 271,624 10.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
N/A
-28,470 Reduced 10.48%
243,154 $0
Q1 2025

Apr 21, 2025
BUY
N/A
8,530 Added 3.24%
271,624 $0
Q4 2024

Feb 10, 2025
BUY
N/A
29,492 Added 12.62%
263,094 $0
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
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