A detailed history of Xponance, Inc. transactions in Envestnet, Inc. stock. As of the latest transaction made, Xponance, Inc. holds 3,327 shares of ENV stock, worth $210,066. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,327
Holding current value
$210,066
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$61.13 - $63.25 $203,379 - $210,432
3,327 New
3,327 $208,000
Q3 2023

Oct 23, 2023

SELL
$43.16 - $63.05 $24,169 - $35,308
-560 Reduced 7.24%
7,180 $316,000
Q2 2023

Jul 13, 2023

SELL
$50.72 - $66.31 $44,684 - $58,419
-881 Reduced 10.22%
7,740 $459,000
Q1 2023

Apr 17, 2023

BUY
$52.8 - $68.99 $3,115 - $4,070
59 Added 0.69%
8,621 $505,000
Q4 2022

Jan 23, 2023

SELL
$43.13 - $61.77 $1,250 - $1,791
-29 Reduced 0.34%
8,562 $0
Q3 2022

Oct 24, 2022

BUY
$44.4 - $60.51 $310 - $423
7 Added 0.08%
8,591 $381,000
Q2 2022

Aug 02, 2022

BUY
$52.71 - $83.57 $31,994 - $50,726
607 Added 7.61%
8,584 $453,000
Q1 2022

Apr 20, 2022

SELL
$66.01 - $80.6 $8,713 - $10,639
-132 Reduced 1.63%
7,977 $594,000
Q4 2021

Jan 31, 2022

SELL
$75.93 - $85.32 $3,948 - $4,436
-52 Reduced 0.64%
8,109 $643,000
Q3 2021

Nov 05, 2021

SELL
$72.19 - $80.24 $32,918 - $36,589
-456 Reduced 5.29%
8,161 $655,000
Q2 2021

Aug 12, 2021

BUY
$65.18 - $79.49 $561,656 - $684,965
8,617 New
8,617 $654,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • 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...
More about ENV
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