Envestnet Portfolio Solutions, Inc. Invesco Exchange Traded Self I Transaction History

Envestnet Portfolio Solutions, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$48.43 - $57.78 $146,694 - $175,015	-3,029 Reduced 32.0%	6,436 $371,000
Q1 2025 Apr 21, 2025	SELL	$52.19 - $57.45 $37,628 - $41,421	-721 Reduced 7.08%	9,465 $504,000
Q4 2024 Feb 10, 2025	SELL	$52.49 - $56.58 $242,241 - $261,116	-4,615 Reduced 31.18%	10,186 $552,000
Q3 2024 Oct 31, 2024	SELL	$47.65 - $52.99 $584,760 - $650,293	-12,272 Reduced 45.33%	14,801 $784,000
Q2 2024 Jul 16, 2024	BUY	$51.23 - $54.89 $126,281 - $135,303	2,465 Added 10.02%	27,073 $1.42 Million

Q1 2024 May 06, 2024	BUY	$48.96 - $55.23 $607,887 - $685,735	12,416 Added 101.84%	24,608 $1.36 Million
Q4 2023 Feb 07, 2024	BUY	$43.21 - $51.71 $526,816 - $630,448	12,192 New	12,192 $626,000

273

71.8M

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.