Level Four Advisory Services’s ENVESTNET, INC. ENV Stock Holding History

Level Four Advisory Services’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	-15,738	Closed	-$988K	–	812
2024 Q3	$988K	Sell	15,738 -3,357	-18%	-$209K	0.04%	354
2024 Q2	$1.2M	Buy	+19,095	New	+$1.2M	0.05%	297

Other funds holding ENV

SIS

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

Level Four Advisory Services's ENV Position: Q4 2024 in Review

Level Four Advisory Services sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 15,738 shares — an estimated $988K sold.

Level Four Advisory Services first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $1.2M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Level Four Advisory Services reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Level Four Advisory Services sold 15,738 ENVESTNET, INC. shares in Q4 2024, an estimated $988K.
Level Four Advisory Services first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
Level Four Advisory Services's ENVESTNET, INC. position peaked at $1.2M in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.