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ENV

ENVESTNET, INC.

Delisted

ENV was delisted on the 22nd of November, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$25K +$25.2K +310 New
GWM
227
Geneos Wealth Management
Colorado
$23K
PA
228
Parallel Advisors
California
$21K
FAG
229
Fortitude Advisory Group
Washington
$20K +$20.4K +250 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$17K +$11.3K +139 +178%
SFM
231
Signet Financial Management
New Jersey
$17K +$17.3K +212 New
IPW
232
IronBridge Private Wealth
Texas
$15K
KPCM
233
Kings Point Capital Management
New York
$14K
HI
234
Hudock Inc
Pennsylvania
$13K
KFP
235
KB Financial Partners
New Jersey
$13K +$13.7K +168 New
DSC
236
Duncker Streett & Co
Missouri
$12K +$5.7K +70 +89%
CWS
237
Confluence Wealth Services
Pennsylvania
$12K +$12.7K +156 New
NFG
238
Next Financial Group
Texas
$11K +$11.2K +137 New
TWA
239
TCI Wealth Advisors
Arizona
$10K +$4.23K +52 +71%
CFFP
240
Center for Financial Planning
Michigan
$9K
QCG
241
Quadrant Capital Group
Ohio
$9K
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$6K +$4.4K +54 +174%
WTA
243
Washington Trust Advisors
Massachusetts
$6K +$6.02K +74 New
EI
244
Ellevest Inc
New York
$5K +$977 +12 +21%
CWP
245
Concord Wealth Partners
Virginia
$5K +$5.13K +63 New
BIA
246
Bell Investment Advisors
California
$4K
BAM
247
Bellevue Asset Management
Washington
$3K -$163 -2 -5%
EW
248
Evoke Wealth
California
$3K
SWM
249
Spire Wealth Management
Virginia
$2K +$1.55K +19 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$1K -$114K -1,395 -99%