Envestnet Portfolio Solutions, Inc. Donoghue Forlines Risk Managed Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 24,820 shares of DFNV stock, worth $948,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,820
Previous 24,727 0.38%
Holding current value
$948,868
Previous $780,000 6.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
BUY
$29.3 - $33.61 $2,724 - $3,125
93 Added 0.38%
24,820 $834,000
Q2 2024

Jul 16, 2024
SELL
$0.0 - $31.57 $0 - $87,575
-2,774 Reduced 10.09%
24,727 $780,000
Q1 2024

May 06, 2024
SELL
$26.98 - $30.62 $39,121 - $44,399
-1,450 Reduced 5.01%
27,501 $838,000
Q4 2023

Feb 07, 2024
SELL
$23.6 - $28.12 $20,933 - $24,942
-887 Reduced 2.97%
28,951 $804,000
Q3 2023

Nov 13, 2023
BUY
$24.54 - $26.7 $732,224 - $796,674
29,838 New
29,838 $741,000

Others Institutions Holding DFNV

# of Institutions
21
Shares Held
1.77M
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

DFNV Quotes by TradingView
  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
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