AAS
ENV

Avantax Advisory Services’s ENVESTNET, INC. ENV Stock Holding History

Avantax Advisory Services’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,445
Closed -$717K – 2298
2024
Q3 		$717K Buy
11,445
+11
+0.1% +$689 ﹤0.01% 1197
2024
Q2 		$716K Buy
+11,434
New +$716K 0.01% 1151