Envestnet Asset Management Inc Listed Fds Tr Overlay Shs Shor Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding OVT
# of Institutions
10Shares Held
1.29MCall Options Held
0Put Options Held
0-
Holcombe Financial, Inc. Atlanta, GA499KShares$11.1 Million9.03% of portfolio
-
Bison Wealth, LLC323KShares$7.21 Million1.85% of portfolio
-
Acg Wealth218KShares$4.85 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.89 Million1.2% of portfolio
-
Jpmorgan Chase & CO New York, NY63.6KShares$1.42 Million0.0% of portfolio