Equitable Trust CO Envestnet, Inc. Transaction History

Equitable Trust CO

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 26, 2021	SELL	$72.19 - $80.24 $210,433 - $233,899	-2,915 Closed	0 $0
Q2 2021 Aug 03, 2021	SELL	$65.18 - $79.49 $261,502 - $318,913	-4,012 Reduced 57.92%	2,915 $221,000
Q1 2021 May 14, 2021	SELL	$64.02 - $86.95 $149,998 - $203,723	-2,343 Reduced 25.28%	6,927 $500,000
Q4 2020 Feb 12, 2021	BUY	$74.94 - $84.32 $4,871 - $5,480	65 Added 0.71%	9,270 $763,000
Q3 2020 Nov 13, 2020	BUY	$74.11 - $89.04 $3,260 - $3,917	44 Added 0.48%	9,205 $710,000
Q2 2020 Aug 18, 2020	BUY	$47.07 - $76.08 $10,873 - $17,574	231 Added 2.59%	9,161 $674,000
Q1 2020 May 21, 2020	BUY	$48.86 - $87.67 $436,319 - $782,893	8,930 New	8,930 $480,000

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51.8M

38.3K

131K

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

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