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
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
6.32K
New
$55.58 - $62.6 $351K - $396K
6.32K $380K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.3K
+ 22.2%
$35.45 - $40.33 $400K - $455K
62.1K $2.23M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.65K
+ 13.87%
$109.13 - $130.93 $180K - $216K
13.6K $1.69M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
867
+ 23.14%
$417.69 - $450.94 $362K - $391K
4.61K $1.96M
EXI
Ishares Global Industrials ETF

ETFs
2.77K
+ 137.66%
$141.14 - $152.06 $391K - $421K
4.78K $675K
CIEN
Ciena Corp

Technology
1.65K
+ 16.42%
$61.45 - $91.14 $101K - $150K
11.7K $992K
ATR
Aptargroup, Inc.

Healthcare
2.4K
+ 141.25%
$156.73 - $176.15 $376K - $422K
4.09K $643K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.43K
+ 9.36%
$63.58 - $71.15 $345K - $386K
63.4K $4.12M
IOO
Ishares Tr Global 100 ETF

ETFs
3.49K
+ 43.11%
$97.46 - $103.45 $340K - $361K
11.6K $1.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.7K
New
$22.4 - $68.28 $352K - $1.07M
15.7K $363K
INFY
Infosys LTD

Technology
16.5K
New
$20.71 - $23.42 $341K - $386K
16.5K $360K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
28.9K
+ 27.15%
$31.24 - $37.15 $903K - $1.07M
135K $4.35M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.5K
+ 18.74%
$17.93 - $18.8 $331K - $347K
117K $2.13M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
13K
+ 20.29%
$52.1 - $57.26 $679K - $746K
77.2K $4.03M
AVEM
American Centy ETF Tr Avantis

ETFs
9.39K
+ 27.58%
$58.59 - $66.14 $550K - $621K
43.4K $2.55M
BEN
Franklin Resources Inc

Financial Services
17.4K
+ 139.53%
$19.35 - $22.76 $336K - $395K
29.8K $605K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.46K
+ 31.95%
$160.89 - $176.18 $396K - $434K
10.2K $1.64M
PCOR
Procore Technologies, Inc.

Technology
3.99K
+ 99.78%
$58.8 - $85.72 $235K - $342K
7.99K $598K
FQAL
Fidelity Covington Tr Quality

ETFs
5.21K
+ 39.62%
$64.43 - $68.47 $335K - $356K
18.3K $1.2M
NET
Cloudflare, Inc.

Technology
1.34K
+ 17.84%
$78.11 - $117.56 $105K - $158K
8.87K $955K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
8.91K
New
$35.21 - $44.8 $314K - $399K
8.91K $343K
FNV
Franco Nevada Corp

Basic Materials
3.34K
+ 41.03%
$113.26 - $137.22 $378K - $458K
11.5K $1.35M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
13.7K
+ 23.93%
$24.13 - $24.45 $331K - $336K
71.1K $1.73M
MINO
Pimco ETF Tr Municipal Income

ETFs
7.43K
New
$44.94 - $46.07 $334K - $342K
7.43K $334K
MAR
Marriott International Inc

Consumer Cyclical
285
+ 3.43%
$246.06 - $292.59 $70.1K - $83.4K
8.61K $2.4M
RMBS
Rambus Inc

Technology
6.26K
New
$40.13 - $59.14 $251K - $370K
6.26K $330K
FITB
Fifth Third Bancorp

Financial Services
8.96K
+ 10.12%
$41.76 - $48.44 $374K - $434K
97.5K $4.12M
ENB
Enbridge Inc

Energy
999
+ 0.64%
$40.4 - $43.92 $40.4K - $43.9K
157K $6.64M
EBND
Spdr Bloomberg Emerging Market

ETFs
77.3K
+ 11.37%
$19.53 - $21.1 $1.51M - $1.63M
758K $14.8M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
16.6K
+ 19.91%
$9.95 - $12.23 $165K - $202K
99.7K $1.17M
SEIC
Sei Investments CO

Financial Services
2.54K
+ 29.64%
$69.36 - $86.58 $176K - $220K
11.1K $917K
IGRO
Ishares Tr International Divid

ETFs
10.2K
+ 18.23%
$67.76 - $74.48 $690K - $759K
66.1K $4.49M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.14K
New
$38.63 - $39.95 $314K - $325K
8.14K $320K
HUBS
Hubspot Inc

Technology
145
+ 11.04%
$514.07 - $757.4 $74.5K - $110K
1.46K $1.02M
WDAY
Workday, Inc.

Technology
306
+ 1.75%
$233.85 - $279.91 $71.6K - $85.7K
17.8K $4.58M
PRIM
Primoris Services Corp

Industrials
4.11K
New
$57.06 - $84.91 $235K - $349K
4.11K $314K
HOOD
Robinhood Markets, Inc.

Technology
8.43K
New
$22.33 - $43.2 $188K - $364K
8.43K $314K
NRG
Nrg Energy, Inc.

Utilities
3.56K
+ 32.8%
$85.3 - $101.61 $304K - $362K
14.4K $1.3M
GLW
Corning Inc

Technology
5.61K
+ 30.8%
$44.11 - $49.76 $247K - $279K
23.8K $1.13M
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
12.9K
New
$22.96 - $25.34 $296K - $327K
12.9K $309K
OSIS
Osi Systems Inc

Technology
1.84K
New
$131.41 - $187.75 $241K - $345K
1.84K $307K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.86K
New
$43.61 - $45.3 $299K - $311K
6.86K $305K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.93K
+ 81.79%
$69.93 - $77.36 $274K - $304K
8.72K $661K
LNG
Cheniere Energy, Inc.

Energy
519
+ 9.44%
$181.07 - $225.92 $94K - $117K
6.02K $1.29M
SU
Suncor Energy Inc

Energy
10.6K
+ 17.43%
$34.5 - $41.53 $367K - $442K
71.7K $2.56M
FIS
Fidelity National Information Services, Inc.

Technology
4.15K
+ 36.39%
$80.14 - $90.95 $333K - $378K
15.6K $1.26M
DOCU
Docusign, Inc.

Technology
3.33K
New
$61.42 - $106.99 $205K - $357K
3.33K $299K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.65K
+ 39.67%
$109.06 - $140.54 $180K - $232K
5.8K $751K
ERIC
Ericsson Lm Telephone CO

Technology
35.2K
+ 148.0%
$7.36 - $8.59 $259K - $303K
59K $475K
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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