Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Thomson Reuters TRI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio TRI Stock Details TRI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$230K Sell
2025
Q2 		$642K Sell
2025
Q1 		$561K Sell
2024
Q4 		$900K Sell
2024
Q3 		$977K Sell
2024
Q2 		$1.95M Sell
2024
Q1 		$2.02M Buy
2023
Q4 		$1.9M Buy
2023
Q3 		$1.58M Buy