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
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-75
- 3.23%
$123.69 - $133.68 $9.28K - $10K
2.25K $281K
ZWS
Zurn Water Solutions Corp

Industrials
-1.08K
- 4.79%
$35.79 - $40.92 $38.7K - $44.2K
21.5K $800K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-174
- 5.51%
$100.18 - $109.1 $17.4K - $19K
2.98K $312K
AIT
Applied Industrial Technologies Inc

Industrials
-135
- 8.99%
$220.05 - $280.49 $29.7K - $37.9K
1.37K $327K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-202
- 1.96%
$38.17 - $42.95 $7.71K - $8.68K
10.1K $393K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-248
- 2.81%
$25.34 - $25.59 $6.28K - $6.35K
8.56K $217K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-191
- 1.28%
$104.59 - $118.05 $20K - $22.5K
14.8K $1.6M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-2.64K
- 20.11%
$16.43 - $22.77 $43.3K - $60K
10.5K $230K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
-99
- 0.71%
$23.62 - $24.47 $2.34K - $2.42K
13.9K $331K
GBCI
Glacier Bancorp, Inc.

Financial Services
-551
- 10.84%
$44.09 - $58.89 $24.3K - $32.4K
4.53K $227K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-396
- 3.28%
$22.06 - $22.58 $8.74K - $8.94K
11.7K $262K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-39
- 1.43%
$73.63 - $87.56 $2.87K - $3.41K
2.69K $212K
ROST
Ross Stores, Inc.

Consumer Cyclical
-89
- 0.83%
$138.59 - $156.61 $12.3K - $13.9K
10.7K $1.62M
INGR
Ingredion Inc

Consumer Defensive
-30
- 0.72%
$132.76 - $154.86 $3.98K - $4.65K
4.15K $571K
TAP
Molson Coors Beverage CO

Consumer Defensive
-4
- 0.03%
$53.97 - $63.88 $216 - $256
14.4K $827K
HP
Helmerich & Payne, Inc.

Energy
-420
- 6.14%
$30.3 - $36.81 $12.7K - $15.5K
6.42K $205K
AL
Air Lease Corp

Industrials
-1.67K
- 6.27%
$42.79 - $52.16 $71.3K - $86.9K
24.9K $1.2M
ARCC
Ares Capital Corp

Financial Services
-712
- 4.96%
$20.74 - $22.27 $14.8K - $15.9K
13.6K $298K
IGM
Ishares Expanded Tech Sector E

ETFs
-160
- 6.92%
$94.19 - $106.95 $15.1K - $17.1K
2.15K $219K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-30
- 0.22%
$25.35 - $25.53 $761 - $766
13.8K $351K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-37
- 2.39%
$194.9 - $214.12 $7.21K - $7.92K
1.51K $304K
HEIA
Heico Crp Cl A
-875
- 11.41%
N/A
6.79K $0
Invesco Exchange Traded Fd T
-188
- 2.55%
N/A
7.17K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-549
- 6.02%
N/A
8.57K $0
FMIL
Fidelity Covington Tr New Mill
-1.09K
- 4.45%
N/A
23.4K $0
Cooper Cos Inc
-1.82K
- 5.32%
N/A
32.3K $0
Ge Vernova Inc
-1.65K
- 13.8%
N/A
10.3K $0
Linde PLC
-953
- 2.59%
N/A
35.8K $0
Trust For Professional Manag
-1.29M
- 3.86%
N/A
32.2M $0
Trust For Professional Manag
-477K
- 2.44%
N/A
19.1M $0
Trust For Professional Manag
-360K
- 1.96%
N/A
18M $0
Crane Company
-143
- 4.23%
N/A
3.24K $0
Pgim ETF Tr
-1.05K
- 21.16%
N/A
3.92K $0
American Healthcare Reit Inc
-798
- 8.33%
N/A
8.78K $0
Liberty Media Corp Del
-403
- 6.09%
N/A
6.21K $0
Thomson Reuters Corp
-110
- 1.92%
N/A
5.61K $0
Gsk PLC
-7.13K
- 13.66%
N/A
45K $0
CRH.L
Crh PLC

Basic Materials
-652
- 2.8%
N/A
22.6K $0
Canadian Pacific Kansas City
-14.9K
- 26.75%
N/A
40.9K $0
Rb Global Inc
-1.27K
- 10.8%
N/A
10.5K $0
Blackrock ETF Trust Ii
-20.6K
- 19.01%
N/A
87.6K $0
CNHI
Cnh Industrial N.V.

Industrials
-53
- 0.42%
N/A
12.6K $131K
Solventum Corp
-1.89K
- 19.92%
N/A
7.6K $0
BUCK
Simplify Exchange Traded Fds S
-4.6K
- 22.9%
N/A
15.5K $0
Simplify Exchange Traded Fun
-1.41K
- 4.63%
N/A
29.1K $0
HIGH
Simplify Exchange Traded Fds E
-4.75K
- 20.52%
N/A
18.4K $0
First Tr Exchng Traded Fd Vi
-5.24K
- 37.28%
N/A
8.82K $0
Wisdomtree Tr
-1.65K
- 20.03%
N/A
6.57K $0
WPP
Wpp PLC

Communication Services
-23
- 0.56%
$49.35 - $56.55 $1.14K - $1.3K
4.05K $208K
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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