A detailed history of Wr Wealth Planners, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 43 shares of ENV stock, worth $2,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43
Previous 40 7.5%
Holding current value
$2,707
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$61.13 - $63.25 $183 - $189
3 Added 7.5%
43 $2,000
Q2 2024

Jul 31, 2024

SELL
$56.54 - $69.09 $339 - $414
-6 Reduced 13.04%
40 $2,000
Q1 2024

Jul 31, 2024

BUY
$48.28 - $57.91 $2,220 - $2,663
46 New
46 $2,000
Q3 2023

Aug 01, 2024

SELL
$43.16 - $63.05 $43 - $63
-1 Reduced 2.5%
39 $1.72 Million

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.48B
  • 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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