Envestnet Asset Management Inc First Tr Exchange Traded Fd Vi Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Envestnet Asset Management Inc holds 11,969 shares of XPND stock, worth $432,679. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,969
Previous 9,491
26.11%
Holding current value
$432,679
Previous $319,000
35.42%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XPND
# of Institutions
25Shares Held
503KCall Options Held
0Put Options Held
0-
Ferguson Shapiro LLC474KShares$17.1 Million10.5% of portfolio
-
Integrated Wealth Concepts LLC155KShares$5.59 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ101KShares$3.63 Million0.01% of portfolio
-
Bullseye Investment Management, LLC37.9KShares$1.37 Million2.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.35.1KShares$1.27 Million0.0% of portfolio