Envestnet Asset Management Inc Listed Fds Tr Overlay Shs Shor Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
Shares
8 transactions
Others Institutions Holding OVT
# of Institutions
11Shares Held
525KCall Options Held
0Put Options Held
0-
Acg Wealth218KShares$4.78 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.85 Million1.2% of portfolio
-
Bison Wealth, LLC121KShares$2.67 Million0.49% of portfolio
-
Blue Chip Wealth Advisors LLC Milton, GA20.5KShares$450,6110.24% of portfolio
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Mercer Global Advisors Inc Denver, CO14.6KShares$320,0060.0% of portfolio