Principal Securities’s ENVESTNET, INC. ENV Stock Holding History

Principal Securities’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
2024 Q3	$214K	Buy
2024 Q2	$172K	Buy
2024 Q1	$153K	Buy
2023 Q4	$12.9K	Buy