Envestnet Portfolio Solutions, Inc. Donoghue Forlines Risk Managed Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 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 24,727 shares of DFNV stock, worth $853,576. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,727
Previous 27,501
10.09%
Holding current value
$853,576
Previous $838,000
6.92%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNV
# of Institutions
21Shares Held
1.81MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc747KShares$25.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL250KShares$8.64 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA245KShares$8.44 Million0.03% of portfolio
-
Donoghue Forlines LLC144KShares$4.97 Million1.33% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL135KShares$4.64 Million0.28% of portfolio