LFAS
ENV

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,738
Closed -$988K – 812
2024
Q3 		$988K Sell
15,738
-3,357
-18% -$211K 0.04% 354
2024
Q2 		$1.2M Buy
+19,095
New +$1.2M 0.05% 297