Envestnet Portfolio Solutions, Inc. Portfolio Holdings
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
Envestnet Portfolio Solutions, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $28 Billion distributed in 1676 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.68B, Ishares Core U.S. Aggregate Bo with a value of $1.91B, Ishares Tr Russell 200 Growth with a value of $1.15B, Ishares Core Total Usd Bond Ma with a value of $1.12B, and Ishares Tr with a value of $1.11B.
Examining the 13F form we can see an increase of $1.86B in the current position value, from $26.1B to 28B.
Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA
Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,676
- Current Value $28 Billion
- Prior Value $26.1 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 134 stocks
- Additional Purchases 844 stocks
- Sold out of 0 stocks
- Reduced holdings in 688 stocks