Envestnet Portfolio Solutions, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Number of Shares
115,946
Previous 93,301 24.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
N/A
22,645 Added 24.27%
115,946 $0
Q3 2024

Oct 31, 2024
BUY
N/A
55,522 Added 146.97%
93,301 $0
Q2 2024

Jul 16, 2024
BUY
N/A
37,779 New
37,779 $0
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