Roberts Wealth Advisors, LLC Envestnet, Inc. Transaction History

Roberts Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$52.71 - $83.57 $1.02 Million - $1.61 Million	-19,301 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$66.01 - $80.6 $47,857 - $58,434	725 Added 3.9%	19,301 $1.43 Million
Q4 2021 Jan 12, 2022	BUY	$75.93 - $85.32 $35,687 - $40,100	470 Added 2.6%	18,576 $1.5 Million
Q3 2021 Oct 12, 2021	BUY	$72.19 - $80.24 $1.31 Million - $1.45 Million	18,106 New	18,106 $1.45 Million

272

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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