Ever Source Wealth Advisors, LLC Envestnet, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 240 shares of ENV stock, worth $15,153. This represents 0.0% of its overall portfolio holdings.
Number of Shares
240
Previous 154
55.84%
Holding current value
$15,153
Previous $9,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ENV
# of Institutions
272Shares Held
51.5MCall Options Held
38.3KPut Options Held
131K-
Black Rock Inc. New York, NY7.97MShares$503 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.39MShares$403 Million0.01% of portfolio
-
Impactive Capital LP New York City, NY4.18MShares$264 Million9.73% of portfolio
-
Jpmorgan Chase & CO New York, NY2.27MShares$144 Million0.01% of portfolio
-
State Street Corp Boston, MA1.93MShares$122 Million0.01% of portfolio
About ENVESTNET, INC.
- Ticker ENV
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 55,196,900
- Market Cap $3.49B
- Description
- Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...