United Capital Financial Advisers, LLC Envestnet, Inc. Transaction History

United Capital Financial Advisers, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$44.4 - $60.51 $69,175 - $94,274	-1,558 Reduced 18.26%	6,976 $310,000
Q2 2022 Aug 11, 2022	BUY	$52.71 - $83.57 $449,827 - $713,186	8,534 New	8,534 $450,000
Q3 2020 Nov 13, 2020	SELL	$74.11 - $89.04 $778,896 - $935,810	-10,510 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$47.07 - $76.08 $494,705 - $799,600	10,510 New	10,510 $773,000
Q4 2018 Feb 14, 2019	SELL	$46.62 - $61.79 $154,358 - $204,586	-3,311 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$55.8 - $63.8 $22,320 - $25,520	-400 Reduced 10.78%	3,311 $202,000
Q2 2018 Aug 14, 2018	BUY	$52.55 - $59.45 $195,013 - $220,618	3,711 New	3,711 $204,000
Q1 2018 May 15, 2018	SELL	$49.5 - $59.75 $202,801 - $244,795	-4,097 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.25 - $51.0 $156,710 - $208,947	4,097	4,097 $209,000

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...

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