A detailed history of Principal Securities, Inc. transactions in Envestnet, Inc. stock. As of the latest transaction made, Principal Securities, Inc. holds 3,411 shares of ENV stock, worth $214,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,411
Previous 2,741 24.44%
Holding current value
$214,927
Previous $172 Million 24.5%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$61.13 - $63.25 $40,957 - $42,377
670 Added 24.44%
3,411 $214 Million
Q2 2024

Jul 31, 2024

BUY
$56.54 - $69.09 $5,654 - $6,909
100 Added 3.79%
2,741 $172 Million
Q1 2024

May 10, 2024

BUY
$48.28 - $57.91 $114,906 - $137,825
2,380 Added 911.88%
2,641 $153 Million
Q4 2023

Feb 07, 2024

BUY
$33.55 - $49.8 $8,756 - $12,997
261 New
261 $12.9 Million

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.48B
  • 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
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