O'Shaughnessy Asset Management, LLC Envestnet, Inc. Transaction History
O'Shaughnessy Asset Management, LLC
- $10.8 Billion
- Q3 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 5,801 shares of ENV stock, worth $365,114. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,801
Previous 4,725
22.77%
Holding current value
$365,114
Previous $295,000
23.05%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding ENV
# of Institutions
271Shares Held
51.8MCall Options Held
38.3KPut Options Held
131K-
Black Rock Inc. New York, NY7.97MShares$501 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.39MShares$402 Million0.01% of portfolio
-
Impactive Capital LP New York City, NY4.18MShares$263 Million9.73% of portfolio
-
Jpmorgan Chase & CO New York, NY2.27MShares$143 Million0.01% of portfolio
-
State Street Corp Boston, MA1.93MShares$121 Million0.01% of portfolio
About ENVESTNET, INC.
- Ticker ENV
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 55,196,900
- Market Cap $3.47B
- 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...