Valeo Financial Advisors, LLC Envestnet, Inc. Transaction History

Valeo Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 28, 2020	SELL	$74.11 - $89.04 $1,482 - $1,780	-20 Closed	0 $0
Q4 2018 Jan 30, 2019	SELL	$46.62 - $61.79 $46 - $61	-1 Reduced 4.76%	20 $1,000
Q2 2018 Aug 14, 2018	SELL	$52.55 - $59.45 $1,156 - $1,307	-22 Reduced 51.16%	21 $1,000
Q1 2018 Apr 12, 2018	BUY	$49.5 - $59.75 $1,138 - $1,374	23 Added 115.0%	43 $2,000
Q3 2017 Nov 14, 2017	BUY	$38.25 - $51.0 $765 - $1,020	20	20 $1,000

254

51.5M

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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