Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Privia Health PRVA Stock Holding History

Envestnet Portfolio Solutions’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$286K Sell
2025
Q1 		$366K Sell
2024
Q4 		$404K Sell
2024
Q3 		$389K Sell
2024
Q2 		$384K Sell
2024
Q1 		$497K Buy
2023
Q4 		$504K Buy
2023
Q3 		$401K Buy