Mount Yale Investment Advisors, LLC Envestnet, Inc. Transaction History

Mount Yale Investment Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$56.54 - $69.09 $195,967 - $239,465	3,466 New	3,466 $216,000
Q4 2018 Feb 14, 2019	SELL	$46.62 - $61.79 $43,030 - $57,032	-923 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$55.8 - $63.8 $11,885 - $13,589	213 Added 30.0%	923 $49,000
Q2 2018 Aug 22, 2018	BUY	$52.55 - $59.45 $157 - $178	3 Added 0.42%	710 $39,000
Q1 2018 Jun 25, 2018	BUY	$49.5 - $59.75 $34,996 - $42,243	707 New	707 $41,000

273

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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