Envestnet Asset Management Inc Special Opportunities Fund, Inc. Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 21,677 shares of SPE stock, worth $330,357. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,677
Previous 26,167
17.16%
Holding current value
$330,357
Previous $405,000
17.78%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPE
# of Institutions
44Shares Held
3.23MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.38MShares$21.1 Million0.09% of portfolio
-
Shaker Financial Services, LLC355KShares$5.41 Million1.94% of portfolio
-
Blue Bell Private Wealth Management, LLC272KShares$4.15 Million0.67% of portfolio
-
Gate Pass Capital, LLC Independence, OH134KShares$2.05 Million1.2% of portfolio
-
Css LLC Chicago, IL116KShares$1.77 Million0.19% of portfolio
About SPECIAL OPPORTUNITIES FUND, INC.
- Ticker SPE
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performan...