Envestnet Portfolio Solutions, Inc. New Holdings in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.73K
New
$67.53 - $85.82 $252K - $320K
3.73K $291K
CGXU
Capital Group Intl Focus Equit

ETFs
11.6K
New
$24.67 - $26.94 $287K - $313K
11.6K $286K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
10.4K
New
$24.92 - $32.79 $258K - $340K
10.4K $284K
JHG
Janus Henderson Group PLC

Financial Services
6.59K
New
$37.65 - $45.66 $248K - $301K
6.59K $280K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.47K
New
$59.58 - $63.93 $266K - $286K
4.47K $273K
VCEL
Vericel Corp

Healthcare
4.75K
New
$40.05 - $59.11 $190K - $281K
4.75K $260K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.22K
New
$108.0 - $116.52 $240K - $259K
2.22K $249K
MASI
Masimo Corp

Healthcare
1.51K
New
$132.43 - $177.7 $199K - $267K
1.51K $248K
STWD
Starwood Property Trust, Inc.

Real Estate
13K
New
$18.95 - $20.37 $247K - $265K
13K $246K
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.03K
New
$78.43 - $84.56 $238K - $256K
3.03K $246K
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.15K
New
$54.65 - $61.96 $227K - $257K
4.15K $243K
AROC
Archrock, Inc.

Energy
9.73K
New
$19.92 - $26.66 $194K - $259K
9.73K $242K
PJT
Pjt Partners Inc.

Financial Services
1.51K
New
$132.4 - $167.36 $200K - $253K
1.51K $238K
PBP
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$22.51 - $23.75 $227K - $240K
10.1K $238K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
6.37K
New
$36.3 - $37.43 $231K - $238K
6.37K $236K
CORP
Pimco Investment Grade Corp Bd

ETFs
2.46K
New
$95.1 - $99.41 $234K - $244K
2.46K $233K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.25K
New
$75.41 - $112.24 $170K - $252K
2.25K $231K
VNT
Vontier Corp

Technology
6.16K
New
$33.03 - $40.45 $203K - $249K
6.16K $224K
GBDC
Golub Capital Bdc, Inc.

Financial Services
14.7K
New
$14.69 - $15.67 $216K - $230K
14.7K $222K
CABO
Cable One, Inc.

Communication Services
610
New
$316.06 - $425.99 $193K - $260K
610 $220K
ES
Eversource Energy

Utilities
3.83K
New
$55.9 - $67.73 $214K - $259K
3.83K $219K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.34K
New
$39.78 - $41.04 $212K - $219K
5.34K $216K
TGTX
Tg Therapeutics, Inc.

Healthcare
7.18K
New
$21.31 - $35.09 $153K - $252K
7.18K $216K
IX
Orix Corp

Financial Services
2.02K
New
$104.38 - $117.09 $211K - $237K
2.02K $215K
FPX
First Trust Us Equity Opportun

ETFs
1.81K
New
$109.38 - $131.9 $198K - $238K
1.81K $215K
OVV
Ovintiv Inc.

Energy
5.3K
New
$37.74 - $46.71 $200K - $248K
5.3K $214K
FHB
First Hawaiian, Inc.

Financial Services
8.27K
New
$22.33 - $28.3 $185K - $234K
8.27K $214K
AMBA
Ambarella Inc

Technology
2.94K
New
$54.22 - $76.22 $159K - $224K
2.94K $213K
FMC
Fmc Corp

Basic Materials
4.4K
New
$47.86 - $66.62 $210K - $293K
4.4K $213K
ZS
Zscaler, Inc.

Technology
1.18K
New
$166.99 - $211.99 $197K - $250K
1.18K $213K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.02K
New
$42.35 - $47.59 $213K - $239K
5.02K $212K
NTRS
Northern Trust Corp

Financial Services
2.06K
New
$88.4 - $111.16 $182K - $229K
2.06K $211K
ALLY
Ally Financial Inc.

Financial Services
5.79K
New
$34.12 - $39.98 $198K - $232K
5.79K $208K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.97K
New
$26.01 - $28.19 $207K - $225K
7.97K $208K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.91K
New
$26.16 - $29.13 $207K - $230K
7.91K $207K
FOXA
Fox Corp

Communication Services
4.24K
New
$41.35 - $49.99 $175K - $212K
4.24K $206K
UYG
Proshares Ultra Financials

ETFs
2.4K
New
$75.09 - $96.7 $180K - $232K
2.4K $205K
TDS
Telephone & Data Systems Inc

Communication Services
6.02K
New
$22.86 - $35.22 $138K - $212K
6.02K $205K
AVAV
Aero Vironment Inc

Industrials
1.33K
New
$153.72 - $235.17 $204K - $312K
1.33K $204K
OGE
Oge Energy Corp.

Utilities
4.93K
New
$39.65 - $44.08 $196K - $217K
4.93K $203K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
10.2K
New
$18.24 - $21.74 $187K - $223K
10.2K $203K
OZK
Bank Ozk

Financial Services
4.54K
New
$41.39 - $50.55 $188K - $229K
4.54K $202K
CTS
Cts Corp

Technology
3.84K
New
$46.79 - $58.97 $180K - $226K
3.84K $202K
UFPT
Ufp Technologies Inc

Healthcare
821
New
$238.73 - $346.29 $196K - $284K
821 $200K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
10.1K
New
$17.7 - $26.34 $178K - $266K
10.1K $189K
CARS
Cars.Com Inc.

Consumer Cyclical
10.8K
New
$15.18 - $20.1 $163K - $216K
10.8K $186K
NTST
Netstreit Corp.

Real Estate
10.7K
New
$13.84 - $16.74 $148K - $180K
10.7K $151K
DVAX
Dynavax Technologies Corp

Healthcare
10.3K
New
$10.28 - $13.66 $106K - $140K
10.3K $131K
VALE
Vale S.A.

Basic Materials
10.6K
New
$8.74 - $11.78 $92.5K - $125K
10.6K $93K
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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