Clearstead Advisors’s ENVESTNET, INC. ENV Stock Holding History

Clearstead Advisors’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	$13.1K	Sell
2024 Q2	$15.3K	Buy
2022 Q2	–	Sell
2022 Q1	$1K	Buy