Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCN
Fti Consulting, Inc

Industrials
131
+ 4.33%
$190.39 - $231.2 $24.9K - $30.3K
3.16K $603K
AES
Aes Corp

Utilities
3.22K
+ 18.2%
$12.44 - $20.24 $40K - $65.1K
20.9K $268K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
34
+ 0.56%
$124.55 - $167.32 $4.23K - $5.69K
6.15K $933K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.38K
+ 3.59%
$25.61 - $28.0 $60.8K - $66.5K
68.6K $1.77M
RIO
Rio Tinto PLC

Basic Materials
1.09K
+ 8.7%
$58.59 - $71.15 $64K - $77.8K
13.7K $803K
MTD
Mettler Toledo International Inc

Healthcare
28
+ 5.77%
$1160.67 - $1498.12 $32.5K - $41.9K
513 $627K
SCHO
Schwab Short Term Us Treasury

ETFs
20.7K
+ 86.0%
$24.06 - $48.88 $499K - $1.01M
44.9K $1.08M
WY
Weyerhaeuser CO

Real Estate
3.34K
+ 9.54%
$27.21 - $33.7 $91K - $113K
38.4K $1.08M
VGIT
Vanguard Intermediate Term Tre

ETFs
651
+ 1.04%
$57.78 - $60.4 $37.6K - $39.3K
63.2K $3.67M
SCHP
Schwab Strategic Us Tips ETF

ETFs
50.7K
+ 98.89%
$25.74 - $53.78 $1.31M - $2.73M
102K $2.64M
FDT
First Trust Developed Markets

ETFs
43
+ 0.12%
$53.27 - $57.72 $2.29K - $2.48K
34.6K $1.87M
BAX
Baxter International Inc

Healthcare
702
+ 4.32%
$28.63 - $37.84 $20.1K - $26.6K
17K $494K
AGNC
Agnc Investment Corp.

Real Estate
2.22K
+ 1.83%
$9.21 - $10.59 $20.4K - $23.5K
123K $1.13M
SLB
Schlumberger Limited

Energy
18.8K
+ 7.96%
$36.83 - $45.59 $693K - $857K
255K $9.77M
TSCO
Tractor Supply CO

Consumer Cyclical
22.7K
+ 404.18%
$52.59 - $303.74 $1.2M - $6.91M
28.4K $1.51M
AFL
Aflac Inc

Financial Services
876
+ 3.26%
$100.37 - $115.27 $87.9K - $101K
27.7K $2.87M
URI
United Rentals, Inc.

Industrials
351
+ 9.71%
$704.44 - $880.32 $247K - $309K
3.97K $2.79M
LYG
Lloyds Banking Group PLC

Financial Services
712
+ 0.2%
$2.67 - $3.23 $1.9K - $2.3K
361K $981K
SHEL
Shell PLC

Energy
131
+ 0.29%
$60.63 - $70.23 $7.94K - $9.2K
45.1K $2.83M
VIS
Vanguard Industrial ETF

ETFs
51
+ 0.19%
$254.39 - $279.7 $13K - $14.3K
27.3K $6.94M
CSX
Csx Corp

Industrials
3.53K
+ 3.08%
$31.58 - $36.88 $112K - $130K
118K $3.82M
MNDY
Monday.Com Ltd.

Technology
89
+ 2.28%
$224.69 - $324.31 $20K - $28.9K
4K $941K
WEC
Wec Energy Group, Inc.

Utilities
55
+ 0.08%
$92.94 - $101.82 $5.11K - $5.6K
71.3K $6.71M
OTIS
Otis Worldwide Corp

Industrials
1.24K
+ 5.32%
$92.57 - $106.01 $115K - $132K
24.6K $2.28M
WING
Wingstop Inc.

Consumer Cyclical
134
+ 9.29%
$281.09 - $422.95 $37.7K - $56.7K
1.58K $447K
ALLE
Allegion PLC

Industrials
110
+ 0.99%
$130.63 - $153.36 $14.4K - $16.9K
11.3K $1.47M
GPC
Genuine Parts CO

Consumer Cyclical
128
+ 1.73%
$113.11 - $143.63 $14.5K - $18.4K
7.51K $877K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
713
+ 36.17%
$701.85 - $1046.91 $500K - $746K
2.68K $1.91M
OMC
Omnicom Group Inc.

Communication Services
714
+ 5.43%
$85.82 - $105.47 $61.3K - $75.3K
13.9K $1.19M
TECK
Teck Resources LTD

Basic Materials
131
+ 0.89%
$39.99 - $52.38 $5.24K - $6.86K
14.8K $601K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
21.2K
+ 3.09%
$21.66 - $22.69 $459K - $481K
708K $15.4M
BRKR
Bruker Corp

Healthcare
132
+ 0.75%
$48.25 - $67.46 $6.37K - $8.9K
17.6K $1.03M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.08K
+ 7.29%
$49.78 - $66.55 $53.6K - $71.7K
15.9K $793K
NVS
Novartis Ag

Healthcare
4.09K
+ 12.41%
$96.78 - $117.18 $396K - $479K
37.1K $3.61M
TDG
Trans Digm Group Inc

Industrials
365
+ 8.97%
$1239.0 - $1442.53 $452K - $527K
4.43K $5.62M
CUBE
Cube Smart

Real Estate
601
+ 2.83%
$41.74 - $53.03 $25.1K - $31.9K
21.9K $936K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
68.1K
+ 10.93%
$64.62 - $71.43 $4.4M - $4.86M
691K $44.7M
NUE
Nucor Corp

Basic Materials
607
+ 6.9%
$115.78 - $167.74 $70.3K - $102K
9.4K $1.1M
IXC
Ishares Tr Global Energy ETF

ETFs
1.1K
+ 0.95%
$36.95 - $43.06 $40.8K - $47.5K
118K $4.49M
IHDG
Wisdomtree Tr

ETFs
2.82K
+ 1.76%
$43.38 - $46.0 $123K - $130K
163K $7.1M
BDX
Becton Dickinson & CO

Healthcare
698
+ 2.44%
$220.02 - $243.75 $154K - $170K
29.4K $6.66M
LEN
Lennar Corp

Consumer Cyclical
672
+ 10.02%
$136.2 - $188.96 $91.5K - $127K
7.38K $1.01M
QCOM
Qualcomm Inc

Technology
4.81K
+ 7.98%
$150.4 - $178.04 $723K - $856K
65.1K $9.99M
EFX
Equifax Inc

Industrials
611
+ 5.78%
$245.03 - $293.5 $150K - $179K
11.2K $2.85M
FCX
Freeport Mcmoran Inc

Basic Materials
3.33K
+ 10.08%
$38.08 - $50.82 $127K - $169K
36.4K $1.39M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
32.6K
+ 3.91%
$46.33 - $48.6 $1.51M - $1.59M
866K $40.2M
HPQ
Hp Inc

Technology
1.31K
+ 1.32%
$32.46 - $39.3 $42.7K - $51.6K
101K $3.29M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.5K
+ 2.5%
$64.18 - $70.42 $96.5K - $106K
61.7K $3.98M
ETR
Entergy Corp

Utilities
17.8K
+ 60.26%
$73.19 - $156.4 $1.3M - $2.78M
47.3K $3.59M
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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