Tci Wealth Advisors, Inc. Envestnet, Inc. Transaction History

Tci Wealth Advisors, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$52.8 - $68.99 $8,764 - $11,452	166 Added 8300.0%	168 $9,000
Q4 2022 Feb 06, 2023	SELL	$43.13 - $61.77 $7,418 - $10,624	-172 Reduced 98.85%	2 $0
Q3 2022 Nov 08, 2022	BUY	$44.4 - $60.51 $7,725 - $10,528	174 New	174 $8,000
Q2 2022 Jul 19, 2022	SELL	$52.71 - $83.57 $3,847 - $6,100	-73 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$66.01 - $80.6 $3,432 - $4,191	-52 Reduced 41.6%	73 $5,000
Q4 2021 Jan 24, 2022	BUY	$75.93 - $85.32 $3,948 - $4,436	52 Added 71.23%	125 $10,000
Q2 2021 Aug 02, 2021	BUY	$65.18 - $79.49 $2,346 - $2,861	36 Added 97.3%	73 $6,000
Q1 2021 Apr 29, 2021	BUY	$64.02 - $86.95 $2,368 - $3,217	37 New	37 $3,000
Q4 2018 Jan 17, 2019	SELL	$46.62 - $61.79 $606 - $803	-13 Closed	0 $0
Q3 2018 Nov 02, 2018	SELL	$55.8 - $63.8 $1,339 - $1,531	-24 Reduced 64.86%	13 $1,000
Q2 2018 Jul 27, 2018	BUY	$52.55 - $59.45 $1,944 - $2,199	37 New	37 $2,000

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...

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.