Envestnet Asset Management
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Envestnet Asset Management’s Amalgamated Financial AMAL Stock Holding History

Envestnet Asset Management’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$292K Buy
2025
Q1 		$266K Buy
2024
Q4 		$279K Buy
2020
Q3 		– Sell
2020
Q2 		$145K Buy