Envestnet Portfolio Solutions, Inc. Sells in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.16M
- 11.49%
$96.64 - $101.23 $209M - $219M
16.7M $1.62B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.33M
- 9.78%
$45.07 - $47.1 $105M - $110M
21.4M $969M
IWX
Ishares Tr Russell 200 Value E

ETFs
-687K
- 10.02%
$78.25 - $85.17 $53.8M - $58.5M
6.17M $487M
IEMG
Ishares Inc

ETFs
-1.22M
- 13.22%
N/A
8.04M $431M
VNQ
Vanguard Specialized Funds Van

ETFs
-635K
- 79.88%
$87.85 - $98.6 $55.7M - $62.6M
160K $14.2M
MUB
Ishares National Muni Bond ETF

ETFs
-470K
- 8.87%
$105.78 - $108.7 $49.7M - $51.1M
4.83M $515M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-871K
- 91.86%
$39.22 - $47.52 $34.2M - $41.4M
77.1K $3.05M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-767K
- 93.11%
$44.21 - $46.46 $33.9M - $35.6M
56.7K $2.52M
TOLZ
Dj Brookfield Global

ETFs
-477K
- 88.93%
$48.31 - $52.66 $23M - $25.1M
59.3K $2.91M
DGRO
Ishares Core Dividend Growth E

ETFs
-307K
- 53.14%
$60.73 - $64.94 $18.6M - $19.9M
271K $16.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-511K
- 37.65%
$24.94 - $26.14 $12.7M - $13.4M
847K $21.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-17.8K
- 0.78%
$58.88 - $64.8 $1.05M - $1.16M
2.26M $133M
VTV
Vanguard Value ETF

ETFs
-40.5K
- 3.48%
$168.32 - $181.87 $6.82M - $7.37M
1.12M $190M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-106K
- 33.43%
$75.1 - $82.99 $7.96M - $8.79M
211K $15.9M
UNH
Unitedhealth Group Inc

Healthcare
-3.3K
- 3.08%
$485.52 - $625.25 $1.6M - $2.07M
104K $52.6M
EUSB
Ishares Tr Esg Advanced Total

Technology
-207K
- 31.34%
$42.39 - $44.29 $8.79M - $9.19M
454K $19.3M
GVI
Ishares Tr

ETFs
-87.8K
- 31.92%
$103.89 - $107.05 $9.12M - $9.4M
187K $19.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-17.8K
- 48.01%
$396.64 - $516.74 $7.05M - $9.19M
19.2K $7.75M
PEP
Pepsico Inc

Consumer Defensive
-42.7K
- 27.94%
$151.29 - $176.1 $6.47M - $7.53M
110K $16.8M
HDV
Ishares Core High Dividend ETF

ETFs
-70.1K
- 85.5%
$110.82 - $121.28 $7.77M - $8.5M
11.9K $1.33M
NEE
Nextera Energy Inc

Utilities
-38.2K
- 9.47%
$69.77 - $85.43 $2.66M - $3.26M
365K $26.1M
UNP
Union Pacific Corp

Industrials
-18.7K
- 15.03%
$223.15 - $249.32 $4.17M - $4.66M
106K $24.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-145K
- 5.41%
$22.65 - $23.8 $3.28M - $3.45M
2.53M $57.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.3K
- 7.41%
$501.29 - $612.85 $1.65M - $2.02M
41.2K $21.4M
MRK
Merck & Co., Inc.

Healthcare
-33.7K
- 18.19%
$96.31 - $114.76 $3.24M - $3.87M
152K $15.1M
XLE
Energy Sector Spdr

ETFs
-64.4K
- 41.0%
$83.32 - $97.27 $5.36M - $6.26M
92.7K $7.94M
TGT
Target Corp

Consumer Defensive
-22.9K
- 18.02%
$121.59 - $160.69 $2.79M - $3.69M
104K $14.1M
ELV
Elevance Health, Inc.

Healthcare
-2.26K
- 7.4%
$365.96 - $514.62 $829K - $1.17M
28.3K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.3K
- 9.61%
$442.29 - $483.08 $4.56M - $4.98M
97K $43.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-96.7K
- 31.15%
$49.79 - $51.14 $4.82M - $4.95M
214K $10.7M
AMGN
Amgen Inc

Healthcare
-2.77K
- 3.99%
$258.78 - $328.31 $717K - $910K
66.7K $17.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-46.7K
- 17.95%
$88.59 - $94.57 $4.13M - $4.41M
213K $18.9M
LMT
Lockheed Martin Corp

Industrials
-3.44K
- 10.91%
$479.66 - $614.62 $1.65M - $2.11M
28.1K $13.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-50.7K
- 8.21%
$107.41 - $115.71 $5.45M - $5.87M
567K $62.5M
ABBV
Abb Vie Inc.

Healthcare
-3.72K
- 1.84%
$164.99 - $203.87 $614K - $758K
199K $35.3M
VZ
Verizon Communications Inc

Communication Services
-59.5K
- 13.31%
$39.6 - $45.21 $2.36M - $2.69M
388K $15.5M
NVO
Novo Nordisk A S

Healthcare
-5.73K
- 4.68%
$85.0 - $120.04 $487K - $687K
117K $10M
AMAT
Applied Materials Inc

Technology
-5.01K
- 5.65%
$161.44 - $213.89 $808K - $1.07M
83.6K $13.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-42.2K
- 87.7%
$100.22 - $100.73 $4.23M - $4.25M
5.92K $593K
VEU
Vanguard Ftse All World Ex Us

ETFs
-18.1K
- 3.18%
$57.29 - $63.1 $1.04M - $1.14M
552K $31.7M
AMD
Advanced Micro Devices Inc

Technology
-416
- 0.45%
$118.88 - $172.8 $49.5K - $71.9K
91.2K $11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-78.5K
- 77.97%
$50.37 - $50.6 $3.95M - $3.97M
22.2K $1.12M
XOM
Exxon Mobil Corp

Energy
-10.5K
- 3.55%
$105.51 - $125.37 $1.1M - $1.31M
284K $30.6M
EWJ
Ishares Msci Japan ETF

ETFs
-47.6K
- 31.79%
$66.18 - $71.84 $3.15M - $3.42M
102K $6.85M
PLD
Prologis, Inc.

Real Estate
-1.77K
- 0.99%
$101.4 - $126.96 $179K - $224K
176K $18.6M
AMT
American Tower Corp

Real Estate
-2.12K
- 3.05%
$179.4 - $232.01 $381K - $493K
67.4K $12.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-26.1K
- 8.35%
$60.13 - $67.31 $1.57M - $1.76M
287K $17.4M
ZTS
Zoetis Inc.

Healthcare
-8.85K
- 12.91%
$162.24 - $194.42 $1.44M - $1.72M
59.7K $9.73M
UBER
Uber Technologies, Inc

Technology
-3.21K
- 1.37%
$59.93 - $86.34 $192K - $277K
231K $13.9M
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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