RIL
ENV

Rothschild Investment LLC’s ENVESTNET, INC. ENV Stock Holding History

Rothschild Investment LLC’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
-40
Closed -$2.51K – 3090
2024
Q3 		$2.51K Buy
40
+20
+100% +$1.25K ﹤0.01% 1613
2024
Q2 		$1.25K Buy
20
+15
+300% +$939 ﹤0.01% 1549
2024
Q1 		$290 Buy
+5
New +$290 ﹤0.01% 1572