Jfs Wealth Advisors, LLC Envestnet, Inc. Transaction History

Jfs Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$50.72 - $66.31 $50 - $66	1 Added 5.0%	21 $1,000
Q1 2023 Apr 19, 2023	SELL	$52.8 - $68.99 $158 - $206	-3 Reduced 13.04%	20 $1,000
Q4 2022 Feb 13, 2023	BUY	$43.13 - $61.77 $43 - $61	1 Added 4.55%	23 $1,000
Q3 2022 Oct 21, 2022	BUY	$44.4 - $60.51 $754 - $1,028	17 Added 340.0%	22 $1,000
Q2 2022 Aug 02, 2022	SELL	$52.71 - $83.57 $737 - $1,169	-14 Reduced 73.68%	5 $0
Q1 2022 May 02, 2022	BUY	$66.01 - $80.6 $726 - $886	11 Added 137.5%	19 $1,000
Q4 2021 Feb 03, 2022	SELL	$75.93 - $85.32 $105,922 - $119,021	-1,395 Reduced 99.43%	8 $1,000
Q2 2019 Aug 06, 2019	BUY	$65.25 - $72.61 $91,545 - $101,871	1,403 New	1,403 $96,000

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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