A detailed history of Pathstone Holdings, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 4,024 shares of ENV stock, worth $254,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,024
Previous 4,822 16.55%
Holding current value
$254,075
Previous $301,000 16.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024

SELL
$61.13 - $63.25 $48,781 - $50,473
-798 Reduced 16.55%
4,024 $251,000
Q2 2024

Aug 14, 2024

BUY
$56.54 - $69.09 $54,052 - $66,050
956 Added 24.73%
4,822 $301,000
Q1 2024

May 13, 2024

BUY
$48.28 - $57.91 $186,650 - $223,880
3,866 New
3,866 $223,000

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
Track This Portfolio

Track Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.