Farther Finance Advisors’s ENVESTNET, INC. ENV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,803
Closed -$363K 4248
2024
Q3
$363K Buy
5,803
+439
+8% +$27.5K 0.01% 727
2024
Q2
$328K Buy
5,364
+5,357
+76,529% +$327K 0.02% 636
2024
Q1
$401 Buy
+7
New +$401 ﹤0.01% 3082