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 $2,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43
Previous 40 7.5%
Holding current value
$2,712
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.