A detailed history of Kb Financial Partners, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Kb Financial Partners, LLC holds 92 shares of ENV stock, worth $5,808. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92
Previous 92 -0.0%
Holding current value
$5,808
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 17, 2023

SELL
$43.13 - $61.77 $1,207 - $1,729
-28 Reduced 23.33%
92 $6,000
Q3 2022

Nov 14, 2022

BUY
$44.4 - $60.51 $710 - $968
16 Added 15.38%
120 $5,000
Q2 2022

Aug 11, 2022

SELL
$52.71 - $83.57 $3,373 - $5,348
-64 Reduced 38.1%
104 $5,000
Q4 2021

Feb 18, 2022

BUY
$75.93 - $85.32 $12,756 - $14,333
168 New
168 $13,000
Q3 2021

Nov 16, 2021

SELL
$72.19 - $80.24 $12,127 - $13,480
-168 Closed
0 $0
Q2 2021

Aug 17, 2021

SELL
$65.18 - $79.49 $521 - $635
-8 Reduced 4.55%
168 $13,000
Q1 2021

Jun 08, 2021

BUY
$64.02 - $86.95 $11,267 - $15,303
176 New
176 $13,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • 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...
More about ENV
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