Ifp Advisors, Inc Envestnet, Inc. Transaction History

Ifp Advisors, Inc

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Sep 06, 2022	BUY	$52.71 - $83.57 $2,793 - $4,429	53 New	53 $2,000
Q2 2022 Aug 12, 2022	SELL	$52.71 - $83.57 $2,793 - $4,429	-53 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$66.01 - $80.6 $3,498 - $4,271	53 New	53 $3,000
Q3 2021 Oct 06, 2021	SELL	$72.19 - $80.24 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$65.18 - $79.49 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	SELL	$64.02 - $86.95 $80,665 - $109,557	-1,260 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$74.94 - $84.32 $4,496 - $5,059	60 Added 5.0%	1,260 $102,000
Q3 2020 Oct 29, 2020	SELL	$74.11 - $89.04 $592 - $712	-8 Reduced 0.66%	1,200 $94,000
Q2 2020 Aug 05, 2020	BUY	$47.07 - $76.08 $2,918 - $4,716	62 Added 5.41%	1,208 $83,000
Q1 2020 May 12, 2020	SELL	$48.86 - $87.67 $1,563 - $2,805	-32 Reduced 2.72%	1,146 $70,000
Q4 2019 Jan 17, 2020	BUY	$54.57 - $71.85 $2,673 - $3,520	49 Added 4.34%	1,178 $83,000
Q3 2019 Nov 07, 2019	BUY	$55.42 - $73.16 $62,569 - $82,597	1,129 New	1,129 $65,000
Q1 2019 May 15, 2019	SELL	$47.14 - $66.67 $54,635 - $77,270	-1,159 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$46.62 - $61.79 $13,613 - $18,042	-292 Reduced 20.12%	1,159 $57,000
Q3 2018 Oct 25, 2018	BUY	$55.8 - $63.8 $24,775 - $28,327	444 Added 44.09%	1,451 $0
Q2 2018 Aug 07, 2018	BUY	$52.55 - $59.45 $38,046 - $43,041	724 Added 255.83%	1,007 $0
Q1 2018 Jun 03, 2019	SELL	$49.5 - $59.75 $37,174 - $44,872	-751 Reduced 72.63%	283 $14,000
Q1 2018 May 09, 2018	BUY	$49.5 - $59.75 $37,174 - $44,872	751 Added 265.37%	1,034 $0
Q2 2016 Jun 03, 2019	BUY	N/A	283	283 $9,000

198

48.3M

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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