Envestnet Asset Management Inc New Holdings in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AOK
Ishares Tr Core Conservative A

ETFs
674K
New
$37.3 - $38.64 $25.2M - $26.1M
674K $25.2M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
335K
New
$28.23 - $35.28 $9.46M - $11.8M
335K $10.7M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
221K
New
$30.04 - $33.26 $6.63M - $7.34M
221K $6.64M
ERX
Direxion Daily Energy Bull 2 X

ETFs
62.8K
New
$52.24 - $71.63 $3.28M - $4.5M
62.8K $3.5M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
84.5K
New
$35.71 - $38.39 $3.02M - $3.24M
84.5K $3.12M
PFIX
Simplify ETF Simplify Int Rate

ETFs
58.5K
New
$39.93 - $52.66 $2.33M - $3.08M
58.5K $3.06M
IEUS
Ishares Msci Europe Small Cap

ETFs
53.7K
New
$52.94 - $59.96 $2.84M - $3.22M
53.7K $2.88M
RAMP
Live Ramp Holdings, Inc.

Technology
74.4K
New
$23.69 - $32.37 $1.76M - $2.41M
74.4K $2.26M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
135K
New
$16.06 - $16.92 $2.17M - $2.28M
135K $2.17M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
101K
New
$20.38 - $21.75 $2.05M - $2.19M
101K $2.07M
HSTM
Healthstream Inc

Healthcare
43.8K
New
$28.11 - $33.16 $1.23M - $1.45M
43.8K $1.39M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
92.6K
New
$14.59 - $16.93 $1.35M - $1.57M
92.6K $1.38M
VSEC
Vse Corp

Industrials
14.1K
New
$83.31 - $121.36 $1.17M - $1.71M
14.1K $1.34M
FINV
Fin Volution Group

Financial Services
195K
New
$5.75 - $7.13 $1.12M - $1.39M
195K $1.33M
TIGR
Up Fintech Holding LTD

Financial Services
189K
New
$5.5 - $12.39 $1.04M - $2.34M
189K $1.22M
FUTU
Futu Holdings LTD

Financial Services
14.5K
New
$79.99 - $128.93 $1.16M - $1.87M
14.5K $1.16M
UCTT
Ultra Clean Holdings, Inc.

Technology
31.3K
New
$33.45 - $40.93 $1.05M - $1.28M
31.3K $1.13M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
27.6K
New
$35.42 - $41.87 $978K - $1.16M
27.6K $1.1M
ZLAB
Zai Lab LTD

Healthcare
37.3K
New
$24.61 - $33.18 $917K - $1.24M
37.3K $976K
MTLS
Materialise Nv

Technology
125K
New
$4.99 - $8.44 $622K - $1.05M
125K $878K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
14.9K
New
$58.76 - $65.49 $876K - $976K
14.9K $875K
IETC
Ishares U S ETF Tr

ETFs
8.36K
New
$77.24 - $89.31 $645K - $746K
8.36K $712K
INMU
Blackrock ETF Tr Ii Intermedia
29.8K
New
$23.5 - $24.06 $699K - $716K
29.8K $702K
USCI
United States Commodity Index Funds Trust

ETFs
9.97K
New
$61.93 - $66.56 $617K - $663K
9.97K $658K
SEMR
Se Mrush Holdings, Inc.

Technology
51.2K
New
$11.84 - $15.24 $606K - $781K
51.2K $608K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
21.9K
New
$26.69 - $28.53 $585K - $625K
21.9K $585K
QUBT
Quantum Computing Inc.

Technology
32K
New
$0.64 - $21.61 $20.5K - $691K
32K $558K
ARHS
Arhaus, Inc.

Consumer Cyclical
57.3K
New
$8.48 - $11.76 $486K - $674K
57.3K $538K
YMM
Full Truck Alliance Co. Ltd.

Technology
49.6K
New
$8.25 - $12.28 $410K - $610K
49.6K $537K
SRAD
Sportradar Group Ag

Technology
29.9K
New
$11.84 - $17.73 $354K - $529K
29.9K $517K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
18.1K
New
$28.46 - $31.15 $515K - $564K
18.1K $516K
EBLU
Ecofin Global Water Esg Fund

ETFs
10.3K
New
$48.14 - $50.45 $496K - $519K
10.3K $495K
GPOR
Gulfport Energy Corp

Energy
2.62K
New
$137.59 - $184.2 $360K - $482K
2.62K $482K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
9.49K
New
$48.96 - $52.85 $465K - $501K
9.49K $466K
MMSC
First Tr ETF Viii Multi Manage

ETFs
22.5K
New
$20.35 - $22.85 $458K - $514K
22.5K $466K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
23K
New
$20.04 - $22.53 $461K - $518K
23K $464K
RGTI
Rigetti Computing, Inc.

Technology
29.9K
New
$0.74 - $17.08 $22.1K - $510K
29.9K $459K
ESGB
Indexiq Active ETF Tr Iq Macka
21.8K
New
$20.81 - $21.72 $453K - $473K
21.8K $452K
ONLN
Proshares Tr Online Retail ETF

ETFs
10K
New
$43.34 - $48.15 $434K - $482K
10K $447K
DESP
Despegar.Com, Corp.

Consumer Cyclical
22.9K
New
$12.33 - $19.46 $282K - $445K
22.9K $440K
WLFC
Willis Lease Finance Corp

Industrials
2.02K
New
$144.72 - $231.63 $292K - $467K
2.02K $418K
KBA
Kraneshares Bosera Msci China

ETFs
17.3K
New
$23.29 - $30.93 $404K - $536K
17.3K $406K
CRDL
Cardiol Therapeutics Inc.

Healthcare
310K
New
$1.25 - $2.07 $387K - $641K
310K $399K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
8.13K
New
$46.87 - $50.7 $381K - $412K
8.13K $393K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.94K
New
$69.42 - $93.29 $343K - $460K
4.94K $390K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
92.5K
New
$4.18 - $4.53 $387K - $419K
92.5K $389K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
31.8K
New
$11.52 - $13.16 $367K - $419K
31.8K $368K
JHMB
John Hancock Exchange Traded

ETFs
17K
New
$21.36 - $22.44 $364K - $382K
17K $365K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
11.4K
New
$31.57 - $34.79 $361K - $398K
11.4K $361K
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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