Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s DoubleVerify DV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$363K Sell
2024
Q3 		$376K Sell
2024
Q2 		$725K Sell
2024
Q1 		$1.48M Buy
2023
Q4 		$1.05M Buy
2023
Q3 		$292K Buy