Envestnet Portfolio Solutions, Inc. Spdr Bloomberg Investment Grad Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 11,606 shares of FLRN stock, worth $357,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,606
Previous 9,198 26.18%
Holding current value
$357,580
Previous $283,000 26.5%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$30.71 - $30.86 $73,949 - $74,310
2,408 Added 26.18%
11,606 $358,000
Q2 2025

Jul 25, 2025
SELL
$30.29 - $30.83 $26,958 - $27,438
-890 Reduced 8.82%
9,198 $283,000
Q1 2025

Apr 21, 2025
SELL
$30.71 - $30.87 $82,794 - $83,225
-2,696 Reduced 21.09%
10,088 $310,000
Q4 2024

Feb 10, 2025
SELL
$30.67 - $30.84 $78,975 - $79,413
-2,575 Reduced 16.77%
12,784 $392,000
Q3 2024

Oct 31, 2024
SELL
$30.55 - $30.85 $84,776 - $85,608
-2,775 Reduced 15.3%
15,359 $473,000
Q2 2024

Jul 16, 2024
BUY
$30.69 - $30.88 $169,163 - $170,210
5,512 Added 43.67%
18,134 $559,000
Q1 2024

May 06, 2024
BUY
$30.59 - $30.83 $19,975 - $20,131
653 Added 5.46%
12,622 $389,000
Q4 2023

Feb 07, 2024
SELL
$30.49 - $30.71 $51,406 - $51,777
-1,686 Reduced 12.35%
11,969 $366,000
Q3 2023

Nov 13, 2023
BUY
$30.51 - $30.73 $416,614 - $419,618
13,655 New
13,655 $419,000

Others Institutions Holding FLRN

# of Institutions
362
Shares Held
61.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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