A detailed history of Level Four Advisory Services, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 15,738 shares of ENV stock, worth $993,697. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,738
Previous 19,095 17.58%
Holding current value
$993,697
Previous $1.2 Million 17.57%
% of portfolio
0.04%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$61.13 - $63.25 $205,213 - $212,330
-3,357 Reduced 17.58%
15,738 $985,000
Q2 2024

Aug 09, 2024

BUY
$56.54 - $69.09 $1.08 Million - $1.32 Million
19,095 New
19,095 $1.2 Million

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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