A detailed history of Steward Partners Investment Advisory, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 377 shares of ENV stock, worth $23,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares
377
Previous 1,387 72.82%
Holding current value
$23,735
Previous $86,000 73.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$61.13 - $63.25 $61,741 - $63,882
-1,010 Reduced 72.82%
377 $23,000
Q2 2024

Aug 08, 2024

BUY
$56.54 - $69.09 $43,535 - $53,199
770 Added 124.8%
1,387 $86,000
Q1 2024

May 15, 2024

SELL
$48.28 - $57.91 $386 - $463
-8 Reduced 1.28%
617 $35,000
Q4 2023

Feb 12, 2024

SELL
$33.55 - $49.8 $939 - $1,394
-28 Reduced 4.29%
625 $30,000
Q3 2023

Nov 13, 2023

SELL
$43.16 - $63.05 $129 - $189
-3 Reduced 0.46%
653 $28,000
Q1 2022

May 02, 2022

SELL
$66.01 - $80.6 $6,601 - $8,059
-100 Reduced 13.23%
656 $49,000
Q4 2021

Feb 08, 2022

SELL
$75.93 - $85.32 $22,627 - $25,425
-298 Reduced 28.27%
756 $60,000
Q3 2021

Nov 12, 2021

SELL
$72.19 - $80.24 $3,898 - $4,332
-54 Reduced 4.87%
1,054 $85,000
Q2 2021

Aug 13, 2021

SELL
$65.18 - $79.49 $2,411 - $2,941
-37 Reduced 3.23%
1,108 $84,000
Q1 2021

May 14, 2021

BUY
$64.02 - $86.95 $8,450 - $11,477
132 Added 13.03%
1,145 $82,000
Q4 2020

Feb 11, 2021

BUY
$74.94 - $84.32 $6,145 - $6,914
82 Added 8.81%
1,013 $83,000
Q3 2020

Oct 30, 2020

BUY
$74.11 - $89.04 $31,867 - $38,287
430 Added 85.83%
931 $72,000
Q4 2019

Jan 17, 2020

BUY
$54.57 - $71.85 $10,368 - $13,651
190 Added 61.09%
501 $34,000
Q3 2019

Oct 30, 2019

BUY
$55.42 - $73.16 $1,995 - $2,633
36 Added 13.09%
311 $17,000
Q2 2019

Jul 25, 2019

BUY
$65.25 - $72.61 $17,943 - $19,967
275 New
275 $18,000
Q4 2018

Jan 15, 2019

SELL
$46.62 - $61.79 $12,820 - $16,992
-275 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
$52.55 - $59.45 $9,984 - $11,295
190 Added 223.53%
275 $15,000
Q1 2018

Apr 20, 2018

BUY
$49.5 - $59.75 $4,207 - $5,078
85 New
85 $4,000

Others Institutions Holding ENV

About ENVESTNET, INC.


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