Corient Private Wealth
ENV

Corient Private Wealth’s ENVESTNET, INC. ENV Stock Holding History

Corient Private Wealth’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 		$473K Sell
2024
Q2 		$781K Sell
2024
Q1 		$792K Buy
2023
Q4 		$649K Buy
2023
Q3 		$380K Buy
2023
Q2 		$381K Buy
2023
Q1 		$372K Buy