Ever Source Wealth Advisors, LLC Envestnet, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 196 shares of ENV stock, worth $12,361. This represents 0.0% of its overall portfolio holdings.
Number of Shares
196
Previous 25
684.0%
Holding current value
$12,361
Previous $1,000
1000.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ENV
# of Institutions
246Shares Held
59.6MCall Options Held
68.4KPut Options Held
249K-
Black Rock Inc. New York, NY7.99MShares$504 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.1MShares$385 Million0.01% of portfolio
-
Impactive Capital LP New York City, NY4.18MShares$264 Million9.16% of portfolio
-
Morgan Stanley New York, NY3.02MShares$191 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY2.46MShares$155 Million0.01% of portfolio
About ENVESTNET, INC.
- Ticker ENV
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 55,196,900
- Market Cap $3.48B
- 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...