Envestnet Asset Management
TWFG

Envestnet Asset Management’s TWFG, Inc. Common Stock TWFG Stock Holding History

Envestnet Asset Management’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$342K Buy
+9,762
New +$342K ﹤0.01% 3946