Envestnet Portfolio Solutions, Inc. Purchases in Q2 2024

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.35K
+ 1.94%
$65.44 - $71.94 $350K - $385K
281K $18.4M
JNJ
Johnson & Johnson

Healthcare
4.12K
+ 3.27%
$144.38 - $157.78 $594K - $649K
130K $19M
MPC
Marathon Petroleum Corp

Energy
9.13K
+ 9.52%
$168.76 - $219.13 $1.54M - $2M
105K $18.2M
CRM
Salesforce, Inc.

Technology
4.88K
+ 8.74%
$218.01 - $304.74 $1.06M - $1.49M
60.7K $15.6M
SNA
Snap On Inc

Industrials
3.24K
+ 5.06%
$258.91 - $294.63 $838K - $953K
67.2K $17.6M
MDT
Medtronic PLC

Healthcare
1.73K
+ 0.96%
$78.71 - $87.02 $136K - $151K
183K $14.4M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
47.7K
+ 1.04%
$39.18 - $41.6 $1.87M - $1.98M
4.62M $189M
BMY
Bristol Myers Squibb CO

Healthcare
18.7K
+ 9.97%
$40.25 - $52.99 $754K - $993K
207K $8.58M
COP
Conocophillips

Energy
5.67K
+ 3.18%
$109.39 - $133.52 $620K - $757K
184K $21M
IWP
Ishares Russell Mid Cap Growth

ETFs
32.9K
+ 2.18%
$105.7 - $113.43 $3.48M - $3.74M
1.54M $170M
TGT
Target Corp

Consumer Defensive
6.33K
+ 5.37%
$141.16 - $177.82 $894K - $1.13M
124K $18.4M
MA
Mastercard Inc

Financial Services
1.47K
+ 1.7%
$441.1 - $479.43 $647K - $703K
87.8K $38.7M
VEA
Vanguard Ftse Developed Market

ETFs
139K
+ 1.04%
$47.83 - $51.21 $6.64M - $7.11M
13.6M $670M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
13.6K
+ 0.6%
$67.85 - $72.06 $924K - $982K
2.28M $161M
IWR
Ishares Russell Mid Cap ETF

ETFs
98.2K
+ 2.54%
$78.66 - $83.59 $7.72M - $8.2M
3.97M $322M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
65.8K
+ 0.34%
$44.3 - $45.58 $2.91M - $3M
19.7M $890M
IEFA
Ishares Tr

ETFs
215K
+ 1.69%
$70.77 - $76.19 $15.2M - $16.4M
13M $943M
ACN
Accenture PLC

Technology
2.47K
+ 1.85%
$281.76 - $339.17 $697K - $839K
136K $41.4M
VXF
Vanguard Extended Market ETF

ETFs
1.51K
+ 0.17%
$161.82 - $174.44 $244K - $263K
901K $152M
IWS
Ishares Russell Midcap Value E

ETFs
100K
+ 2.48%
$117.31 - $125.13 $11.8M - $12.5M
4.15M $501M
Activity Summary
Buys All Purchases 971 New Holdings 121 Increased Positions 850 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 0 Puts 0
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