A detailed history of Advisor Group Holdings, Inc. transactions in Envestnet, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 10,399 shares of ENV stock, worth $656,592. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,399
Previous 2,480 319.31%
Holding current value
$656,592
Previous $155,000 320.0%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$61.13 - $63.25 $484,088 - $500,876
7,919 Added 319.31%
10,399 $651,000
Q2 2024

Aug 13, 2024

BUY
$56.54 - $69.09 $87,637 - $107,089
1,550 Added 166.67%
2,480 $155,000
Q1 2024

May 10, 2024

SELL
$48.28 - $57.91 $594,519 - $713,103
-12,314 Reduced 92.98%
930 $53,000
Q4 2023

Feb 12, 2024

SELL
$33.55 - $49.8 $234,346 - $347,853
-6,985 Reduced 34.53%
13,244 $655,000
Q3 2023

Nov 13, 2023

BUY
$43.16 - $63.05 $189,386 - $276,663
4,388 Added 27.7%
20,229 $890,000
Q2 2023

Aug 10, 2023

SELL
$50.72 - $66.31 $27,185 - $35,542
-536 Reduced 3.27%
15,841 $940,000
Q1 2023

May 12, 2023

BUY
$52.8 - $68.99 $88,281 - $115,351
1,672 Added 11.37%
16,377 $960,000
Q4 2022

Feb 10, 2023

BUY
$43.13 - $61.77 $50,073 - $71,714
1,161 Added 8.57%
14,705 $907,000
Q3 2022

Nov 14, 2022

BUY
$44.4 - $60.51 $277,011 - $377,521
6,239 Added 85.41%
13,544 $601,000
Q2 2022

Aug 10, 2022

BUY
$52.71 - $83.57 $21,294 - $33,762
404 Added 5.85%
7,305 $385,000
Q1 2022

May 04, 2022

BUY
$66.01 - $80.6 $131,095 - $160,071
1,986 Added 40.41%
6,901 $2.28 Million
Q3 2021

Nov 05, 2021

SELL
$72.19 - $80.24 $158,168 - $175,805
-2,191 Reduced 30.83%
4,915 $395,000
Q2 2021

Aug 02, 2021

SELL
$65.18 - $79.49 $264,109 - $322,093
-4,052 Reduced 36.31%
7,106 $538,000
Q1 2021

May 13, 2021

SELL
$64.02 - $86.95 $1.43 Million - $1.94 Million
-22,324 Reduced 66.67%
11,158 $806,000
Q4 2020

Feb 10, 2021

BUY
$74.94 - $84.32 $620,503 - $698,169
8,280 Added 32.85%
33,482 $2.75 Million
Q3 2020

Nov 12, 2020

BUY
$74.11 - $89.04 $575,093 - $690,950
7,760 Added 44.49%
25,202 $1.94 Million
Q2 2020

Aug 14, 2020

BUY
$47.07 - $76.08 $522,618 - $844,716
11,103 Added 175.15%
17,442 $1.28 Million
Q1 2020

May 18, 2020

BUY
$48.86 - $87.67 $309,723 - $555,740
6,339 New
6,339 $341,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.49B
  • Description
  • Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...
More about ENV
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