Wms Partners, LLC Envestnet, Inc. Transaction History

Wms Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$65.18 - $79.49 $180,548 - $220,187	-2,770 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$74.94 - $84.32 $7,044 - $7,926	94 Added 3.51%	2,770 $228,000
Q3 2020 Nov 12, 2020	BUY	$74.11 - $89.04 $198,318 - $238,271	2,676 New	2,676 $206,000
Q1 2020 May 13, 2020	SELL	$48.86 - $87.67 $152,931 - $274,407	-3,130 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$54.57 - $71.85 $170,804 - $224,890	3,130 New	3,130 $218,000

230

51.1M

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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