A detailed history of Umb Bank, N.A. transactions in Envestnet, Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 123 shares of ENV stock, worth $7,766. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 59 108.47%
Holding current value
$7,766
Previous $3,000 133.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$61.13 - $63.25 $3,912 - $4,048
64 Added 108.47%
123 $7,000
Q2 2024

Jul 29, 2024

BUY
$56.54 - $69.09 $2,205 - $2,694
39 Added 195.0%
59 $3,000
Q1 2024

Apr 26, 2024

BUY
$48.28 - $57.91 $965 - $1,158
20 New
20 $1,000

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
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