M Holdings Securities, Inc. Envestnet, Inc. Transaction History

M Holdings Securities, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$74.11 - $89.04 $751,771 - $903,221	-10,144 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$48.86 - $87.67 $9,772 - $17,534	-200 Reduced 1.93%	10,144 $546,000
Q2 2019 Aug 16, 2019	BUY	$65.25 - $72.61 $13,050 - $14,522	200 Added 1.97%	10,344 $707,000
Q1 2019 May 17, 2019	BUY	$47.14 - $66.67 $478,188 - $676,300	10,144 New	10,144 $663,000

266

58.8M

45.6K

246K

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.45B
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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