Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s TransUnion TRU Stock Holding History

Envestnet Portfolio Solutions’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$785K Sell
8,920
-1,051
-11% -$92.5K ﹤0.01% 893
2025
Q1 		$828K Sell
9,971
-4,346
-30% -$361K ﹤0.01% 857
2024
Q4 		$1.33M Buy
14,317
+3,774
+36% +$350K ﹤0.01% 816
2024
Q3 		$1.1M Buy
+10,543
New +$1.1M ﹤0.01% 860