Glassman Wealth Services Envestnet, Inc. Transaction History

Glassman Wealth Services

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$33.55 - $49.8 $234 - $348	-7 Reduced 41.18%	10 $0
Q4 2022 Feb 06, 2023	BUY	$43.13 - $61.77 $733 - $1,050	17 New	17 $1,000
Q2 2022 Aug 04, 2022	BUY	$52.71 - $83.57 $474 - $752	9 Added 50.0%	27 $1,000
Q1 2022 Apr 14, 2022	BUY	$66.01 - $80.6 $1,188 - $1,450	18 New	18 $1,000

273

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...

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

Stay updated on Glassman Wealth Services with notifications on news.