Envestnet Portfolio Solutions, Inc. Portfolio Holdings
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
Envestnet Portfolio Solutions, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $27.8 Billion distributed in 1719 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.75B, Ishares Core U.S. Aggregate Bo with a value of $1.62B, Ishares Tr Russell 200 Growth with a value of $1.26B, Vanguard Index Fds S&P 500 ETF with a value of $1.13B, and Ishares Tr with a value of $1.1B.
Examining the 13F form we can see an decrease of $151M in the current position value, from $28B to 27.8B.
Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA
Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,719
- Current Value $27.8 Billion
- Prior Value $28 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 145 stocks
- Additional Purchases 909 stocks
- Sold out of 0 stocks
- Reduced holdings in 658 stocks