One Wealth Advisors, LLC Envestnet, Inc. Transaction History

One Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$43.13 - $61.77 $52,661 - $75,421	1,221 New	1,221 $75,000
Q2 2019 Aug 14, 2019	SELL	$65.25 - $72.61 $90,175 - $100,347	-1,382 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$47.14 - $66.67 $65,147 - $92,137	1,382 New	1,382 $90,000
Q4 2018 Feb 15, 2019	SELL	$46.62 - $61.79 $57,622 - $76,372	-1,236 Closed	0 $0
Q3 2018 Nov 15, 2018	SELL	$55.8 - $63.8 $2,678 - $3,062	-48 Reduced 3.74%	1,236 $75,000
Q1 2018 May 15, 2018	BUY	$49.5 - $59.75 $19,602 - $23,661	396 Added 44.59%	1,284 $74,000
Q4 2017 Feb 14, 2018	BUY	$48.4 - $54.25 $42,979 - $48,174	888	888 $44,000

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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