AF
ENV

Allworth Financial’s ENVESTNET, INC. ENV Stock Holding History

Allworth Financial’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$564 Hold
2024
Q2 		$555 Hold
2024
Q1 		$522 Hold
2023
Q4 		$446 Buy
2023
Q3 		$309 Buy
2020
Q2 		– Sell
2020
Q1 		$8K Buy
2019
Q4 		$0 Hold
2019
Q3 		$0 Hold
2019
Q2 		$0 Hold
2019
Q1 		$0 Buy