Integrated Investment Consultants, LLC Envestnet, Inc. Transaction History

Integrated Investment Consultants, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$48.28 - $57.91 $20,277 - $24,322	-420 Reduced 5.75%	6,879 $398,000
Q4 2023 May 28, 2024	SELL	$33.55 - $49.8 $1,509 - $2,241	-45 Reduced 0.61%	7,299 $361,000
Q4 2023 Jan 23, 2024	SELL	$33.55 - $49.8 $1,509 - $2,241	-45 Reduced 0.61%	7,299 $361,000
Q3 2023 May 28, 2024	BUY	$43.16 - $63.05 $20,069 - $29,318	465 Added 6.76%	7,344 $323,000
Q3 2023 Oct 17, 2023	BUY	$43.16 - $63.05 $1,251 - $1,828	29 Added 0.4%	7,344 $323,000
Q2 2023 Jul 18, 2023	BUY	$50.72 - $66.31 $53,915 - $70,487	1,063 Added 17.0%	7,315 $434,000
Q1 2023 Jul 18, 2023	SELL	$52.8 - $68.99 $55,017 - $71,887	-1,042 Reduced 14.24%	6,273 $368,000
Q4 2022 Feb 13, 2023	BUY	$43.13 - $61.77 $269,648 - $386,186	6,252 New	6,252 $385,000

272

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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