Envestnet Portfolio Solutions, Inc. Sells in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VAW
Vanguard Materials ETF

ETFs
-15.3K
- 46.15%
$186.91 - $215.32 $2.86M - $3.29M
17.8K $3.35M
VHT
Vanguard Health Care ETF

ETFs
-10.9K
- 39.0%
$250.81 - $283.3 $2.73M - $3.08M
17K $4.32M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-62.5K
- 37.72%
$55.86 - $60.21 $3.49M - $3.76M
103K $5.9M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-11.8K
- 0.47%
$25.26 - $26.59 $298K - $313K
2.51M $63.7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-63.4K
- 22.0%
$42.84 - $45.38 $2.71M - $2.88M
225K $9.65M
XLI
Industrial Sector Spdr

ETFs
-24.3K
- 61.3%
$131.76 - $143.99 $3.2M - $3.5M
15.4K $2.02M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-83.5K
- 45.71%
$31.33 - $35.13 $2.62M - $2.93M
99.2K $3.12M
CVS
Cvs Health Corp

Healthcare
-37.6K
- 42.83%
$43.78 - $67.46 $1.65M - $2.54M
50.2K $2.25M
COP
Conocophillips

Energy
-21.6K
- 11.81%
$95.12 - $114.72 $2.05M - $2.47M
161K $16M
ITW
Illinois Tool Works Inc

Industrials
-11.5K
- 30.62%
$253.56 - $278.5 $2.92M - $3.2M
26.1K $6.61M
GE
General Electric CO

Industrials
-11.3K
- 18.94%
$159.95 - $194.23 $1.81M - $2.2M
48.4K $8.07M
MO
Altria Group, Inc.

Consumer Defensive
-62.1K
- 35.16%
$49.06 - $57.74 $3.04M - $3.58M
114K $5.98M
XLV
Select Sector Spdr Fund Health

ETFs
-10.8K
- 12.02%
$136.28 - $154.74 $1.47M - $1.67M
78.7K $10.8M
AEP
American Electric Power CO Inc

Utilities
-24.4K
- 38.33%
$90.91 - $102.21 $2.22M - $2.5M
39.3K $3.62M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-49.9K
- 12.44%
$66.77 - $71.52 $3.33M - $3.57M
351K $24.2M
JNJ
Johnson & Johnson

Healthcare
-1.75K
- 1.17%
$143.34 - $165.86 $250K - $289K
147K $21.3M
IWL
Ishares Tr Russell 200 ETF

ETFs
-21.8K
- 26.6%
$138.92 - $149.97 $3.02M - $3.27M
60.1K $8.7M
ESS
Essex Property Trust, Inc.

Real Estate
-10.1K
- 42.73%
N/A
13.5K $3.69M
BCE
Bce Inc

Communication Services
-65.5K
- 63.12%
$22.53 - $34.84 $1.48M - $2.28M
38.3K $886K
SPG
Simon Property Group Inc

Real Estate
-16K
- 56.59%
$167.23 - $183.84 $2.67M - $2.94M
12.3K $2.11M
SPGI
S&P Global Inc.

Financial Services
-4.09K
- 13.56%
$480.36 - $529.17 $1.96M - $2.16M
26.1K $13M
DE
Deere & CO

Industrials
-6.29K
- 57.77%
$389.45 - $466.0 $2.45M - $2.93M
4.6K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
-7.86K
- 3.61%
$161.05 - $179.7 $1.27M - $1.41M
210K $35.2M
HD
Home Depot, Inc.

Consumer Cyclical
-217
- 0.15%
$385.02 - $431.37 $83.5K - $93.6K
146K $56.6M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8.45K
- 1.18%
$33.39 - $37.66 $282K - $318K
708K $23.6M
IXUS
Ishares Tr

ETFs
-15.3K
- 6.92%
$65.95 - $72.56 $1.01M - $1.11M
205K $13.6M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-54.7K
- 49.22%
$42.95 - $45.72 $2.35M - $2.5M
56.4K $2.44M
CCI
Crown Castle International Corp

Real Estate
-6.12K
- 9.48%
$89.78 - $119.11 $550K - $729K
58.5K $5.31M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-15.6K
- 2.27%
$51.33 - $53.74 $801K - $839K
672K $34.6M
NKE
Nike, Inc.

Consumer Cyclical
-13K
- 12.45%
$73.36 - $89.13 $952K - $1.16M
91.3K $6.91M
MPC
Marathon Petroleum Corp

Energy
-6.9K
- 12.24%
$131.65 - $174.84 $908K - $1.21M
49.4K $6.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-33.2K
- 6.29%
$51.54 - $52.55 $1.71M - $1.75M
495K $25.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8.15K
- 17.68%
$209.89 - $233.24 $1.71M - $1.9M
38K $8.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-48.8K
- 70.09%
$37.12 - $41.23 $1.81M - $2.01M
20.8K $773K
STE
Steris PLC

Healthcare
-6.65K
- 33.48%
$204.34 - $235.7 $1.36M - $1.57M
13.2K $2.72M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-16.5K
- 9.55%
$53.86 - $60.27 $890K - $996K
157K $8.45M
CMCSA
Comcast Corp

Communication Services
-8.26K
- 1.99%
$37.39 - $45.14 $309K - $373K
408K $15.3M
CI
Cigna Corp

Healthcare
-871
- 3.4%
$265.59 - $358.58 $231K - $312K
24.8K $6.84M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-27.5K
- 20.32%
$89.97 - $98.59 $2.47M - $2.71M
108K $10.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-6.74K
- 20.12%
$128.36 - $186.0 $866K - $1.25M
26.8K $3.44M
IT
Gartner Inc

Technology
-3.78K
- 58.74%
$481.22 - $551.8 $1.82M - $2.09M
2.66K $1.29M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-54.8K
- 6.88%
$29.77 - $30.19 $1.63M - $1.66M
743K $22.2M
KMB
Kimberly Clark Corp

Consumer Defensive
-9.62K
- 15.49%
$130.37 - $146.09 $1.25M - $1.41M
52.5K $6.88M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-14.2K
- 18.05%
$115.08 - $119.55 $1.63M - $1.69M
64.3K $7.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-14.5K
- 8.69%
$126.68 - $134.74 $1.84M - $1.95M
152K $19.4M
FVD
First Tr Value Line Divid Inde

ETFs
-32K
- 10.83%
$43.4 - $46.7 $1.39M - $1.5M
264K $11.5M
LDOS
Leidos Holdings, Inc.

Technology
-6.48K
- 12.26%
$143.17 - $201.39 $928K - $1.31M
46.4K $6.68M
VTC
Vanguard Scottsdale Fds Total

ETFs
-20.7K
- 20.43%
$75.59 - $79.31 $1.56M - $1.64M
80.4K $6.09M
ACGL
Arch Capital Group Ltd.

Financial Services
-13.9K
- 43.63%
$88.71 - $114.86 $1.23M - $1.59M
17.9K $1.65M
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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