Envestnet Portfolio Solutions, Inc. First Tr ETF Fd Viii Cboe Vest Transaction History
Envestnet Portfolio Solutions, Inc.
- $24.4 Billion
- Q2 2025
Shares
6 transactions
Others Institutions Holding YSEP
# of Institutions
56Shares Held
3.67MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph521KShares$12.7 Million3.89% of portfolio
-
Sterling Manor Financial, LLC267KShares$6.51 Million5.34% of portfolio
-
Commonwealth Equity Services, LLC252KShares$6.13 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL218KShares$5.3 Million0.0% of portfolio
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Rockefeller Capital Management L.P. New York, NY200KShares$4.87 Million0.01% of portfolio