Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Pathward Financial CASH Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$534K Buy
6,744
+3,741
+125% +$296K ﹤0.01% 1067
2025
Q1 		$219K Buy
+3,003
New +$219K ﹤0.01% 1457
2024
Q4 		– Sell
-3,354
Closed -$221K – 1731
2024
Q3 		$221K Buy
+3,354
New +$221K ﹤0.01% 1594