Larson Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Larson Financial Group’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-202	Closed	-$12.6K	–	2964
2024 Q3	$12.6K	Buy	202 +195	+2,786%	+$12.2K	﹤0.01%	1380
2024 Q2	$438	Buy	+7	New	+$440	﹤0.01%	1873

Other funds holding ENV

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Larson Financial Group's ENV Position: Q4 2024 in Review

Larson Financial Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 202 shares — an estimated $12.6K sold.

Larson Financial Group first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $12.6K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Larson Financial Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 202 ENVESTNET, INC. shares in Q4 2024, an estimated $12.6K.
Larson Financial Group first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
Larson Financial Group's ENVESTNET, INC. position peaked at $12.6K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.