PS
ENV

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,411
Closed -$214K – 3692
2024
Q3 		$214K Buy
3,411
+670
+24% +$42K 0.01% 1080
2024
Q2 		$172K Buy
2,741
+100
+4% +$6.26K ﹤0.01% 1097
2024
Q1 		$153K Buy
2,641
+2,380
+912% +$138K ﹤0.01% 1124
2023
Q4 		$12.9K Buy
+261
New +$12.9K ﹤0.01% 2129