Envestnet Portfolio Solutions, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Number of Shares
263,397
Previous 243,154 8.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
20,243 Added 8.33%
263,397 $0
Q2 2025

Jul 25, 2025
SELL
N/A
-28,470 Reduced 10.48%
243,154 $0
Q1 2025

Apr 21, 2025
BUY
N/A
8,530 Added 3.24%
271,624 $0
Q4 2024

Feb 10, 2025
BUY
N/A
29,492 Added 12.62%
263,094 $0
Q3 2024

Oct 31, 2024
BUY
N/A
83,641 Added 55.78%
233,602 $0
Q2 2024

Jul 16, 2024
SELL
N/A
-2,235 Reduced 1.47%
149,961 $0
Q1 2024

May 06, 2024
BUY
N/A
19,923 Added 15.06%
152,196 $0
Q4 2023

Feb 07, 2024
BUY
N/A
132,273 New
132,273 $0
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