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
BA
Boeing CO

Industrials
5.35K
+ 28.36%
$138.14 - $180.72 $738K - $966K
24.2K $4.28M
SPMD
Spdr Portfolio

ETFs
25.4K
+ 7.59%
$54.13 - $59.56 $1.38M - $1.51M
361K $19.7M
DDOG
Datadog, Inc.

Technology
6.31K
+ 35.94%
$113.98 - $168.65 $719K - $1.06M
23.9K $3.41M
SRLN
Ssga Active Trust

ETFs
32.5K
+ 14.68%
$41.48 - $42.08 $1.35M - $1.37M
254K $10.6M
CBRE
Cbre Group, Inc.

Real Estate
6.57K
+ 9.19%
$119.22 - $140.71 $783K - $924K
78K $10.2M
CPRT
Copart Inc

Consumer Cyclical
9.4K
+ 6.11%
$51.36 - $63.8 $483K - $600K
163K $9.37M
URTH
Ishares Msci World ETF

ETFs
8.34K
New
$153.73 - $162.67 $1.28M - $1.36M
8.34K $1.3M
SPOT
Spotify Technology S.A.

Communication Services
1.23K
+ 13.84%
$362.95 - $502.38 $446K - $617K
10.1K $4.52M
CTRA
Coterra Energy Inc.

Energy
42.2K
+ 39.61%
$22.71 - $27.63 $959K - $1.17M
149K $3.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.31K
+ 235.22%
$278.19 - $315.36 $1.2M - $1.36M
6.15K $1.77M
PLTR
Palantir Technologies Inc.

Technology
3.97K
+ 17.38%
$36.46 - $82.38 $145K - $327K
26.8K $2.03M
AVUV
American Centy ETF Tr Avantis

ETFs
11.5K
+ 11.86%
$94.37 - $106.41 $1.08M - $1.22M
108K $10.4M
NVT
N Vent Electric PLC

Industrials
17.4K
+ 115.07%
$67.69 - $79.19 $1.18M - $1.37M
32.5K $2.21M
RDVY
First Trust Rising Dividend Ac

ETFs
19.5K
+ 8.95%
$58.65 - $64.37 $1.15M - $1.26M
238K $14.1M
JEF
Jefferies Financial Group Inc.

Financial Services
14.5K
New
$61.95 - $81.75 $898K - $1.19M
14.5K $1.14M
CGGO
Capital Group Global Growth Eq

ETFs
42K
+ 32.86%
$29.21 - $30.67 $1.23M - $1.29M
170K $4.96M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
47.4K
+ 32.13%
$24.55 - $25.16 $1.16M - $1.19M
195K $4.8M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5.58K
+ 2.9%
$81.6 - $90.89 $455K - $507K
198K $17M
BKR
Baker Hughes CO

Energy
25.6K
+ 308.65%
$35.98 - $44.88 $920K - $1.15M
33.9K $1.39M
JBBB
Janus Detroit Str Tr Henderson

ETFs
21.9K
+ 197.01%
$48.59 - $49.45 $1.06M - $1.08M
33K $1.62M
PKG
Packaging Corp Of America

Consumer Cyclical
4.41K
+ 56.09%
$211.98 - $248.85 $935K - $1.1M
12.3K $2.76M
DRI
Darden Restaurants Inc

Consumer Cyclical
842
+ 2.11%
$155.96 - $188.66 $131K - $159K
40.7K $7.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.5K
+ 20.16%
$32.65 - $33.68 $1.23M - $1.26M
224K $7.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
16.9K
+ 14.76%
$90.42 - $94.5 $1.53M - $1.6M
132K $11.9M
DUK
Duke Energy Corp

Utilities
21.6K
+ 12.62%
$105.76 - $120.76 $2.28M - $2.61M
193K $20.8M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
8.8K
+ 166.21%
$87.56 - $119.8 $771K - $1.05M
14.1K $1.55M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.4K
+ 13.32%
$55.73 - $66.16 $692K - $821K
106K $6.37M
FSIG
First Tr ETF Iv LTD Duration I
59.4K
+ 15.29%
$18.8 - $19.23 $1.12M - $1.14M
448K $8.45M
TTE
Total Energies Se

Energy
14.3K
+ 19.1%
N/A
89.1K $6.12M
C
Citigroup Inc

Financial Services
6.34K
+ 9.34%
$61.31 - $72.5 $389K - $460K
74.2K $5.22M
TMUS
T Mobile Us, Inc.

Communication Services
2.75K
+ 10.83%
$206.1 - $246.94 $568K - $680K
28.2K $6.22M
AXON
Axon Enterprise, Inc.

Industrials
41
+ 0.84%
$399.22 - $689.78 $16.4K - $28.3K
4.9K $2.91M
GRMN
Garmin LTD

Technology
4.31K
+ 192.46%
$161.91 - $220.77 $698K - $952K
6.55K $1.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.55K
+ 18.88%
$77.25 - $91.3 $583K - $689K
47.5K $4.06M
FRPT
Freshpet, Inc.

Consumer Defensive
6.18K
+ 331.67%
$132.54 - $156.76 $819K - $969K
8.04K $1.19M
GTO
Invesco Actively Managed ETF T

ETFs
27.3K
+ 15.72%
$46.33 - $48.41 $1.27M - $1.32M
201K $9.33M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
14.3K
New
$57.27 - $71.33 $816K - $1.02M
14.3K $931K
XSMO
Invesco S&P Smallcap Momentum

ETFs
14.1K
+ 15.73%
$65.08 - $73.72 $916K - $1.04M
104K $6.85M
RL
Ralph Lauren Corp

Consumer Cyclical
3.96K
New
$192.23 - $233.41 $760K - $923K
3.96K $913K
DELL
Dell Technologies Inc.

Technology
8.11K
+ 93.77%
$111.96 - $144.21 $908K - $1.17M
16.8K $1.93M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
35.2K
New
$19.44 - $28.35 $684K - $997K
35.2K $905K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.2K
+ 15.23%
$44.87 - $46.86 $1.22M - $1.28M
206K $9.25M
FDVV
Fidelity High Dividend ETF

ETFs
17.9K
+ 72.87%
$49.66 - $52.63 $888K - $941K
42.4K $2.12M
CAH
Cardinal Health Inc

Healthcare
4.85K
+ 12.66%
$107.89 - $125.33 $524K - $608K
43.2K $5.11M
KGC
Kinross Gold Corp

Basic Materials
94.1K
New
$9.03 - $10.75 $850K - $1.01M
94.1K $872K
CR
Crane Holdings, Co.

Industrials
5.73K
New
$148.97 - $184.96 $854K - $1.06M
5.73K $870K
DEO
Diageo PLC

Consumer Defensive
10.4K
+ 29.55%
$118.0 - $139.88 $1.23M - $1.46M
45.8K $5.82M
ACWI
Ishares Msci Acwi ETF

ETFs
7.58K
+ 51.24%
$117.05 - $123.03 $887K - $932K
22.4K $2.63M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
38.2K
+ 205.32%
$22.04 - $23.08 $843K - $883K
56.9K $1.27M
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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