Keebeck Wealth Management, LLC Envestnet, Inc. Transaction History

Keebeck Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$52.71 - $83.57 $164,191 - $260,320	-3,115 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$66.01 - $80.6 $2,310 - $2,821	-35 Reduced 1.11%	3,115 $232,000
Q4 2021 Feb 14, 2022	SELL	$75.93 - $85.32 $45,558 - $51,191	-600 Reduced 16.0%	3,150 $250,000
Q2 2021 Aug 16, 2021	SELL	$65.18 - $79.49 $17,272 - $21,064	-265 Reduced 6.6%	3,750 $284,000
Q1 2021 May 13, 2021	SELL	$64.02 - $86.95 $12,804 - $17,390	-200 Reduced 4.74%	4,015 $290,000
Q2 2020 Aug 06, 2020	SELL	$47.07 - $76.08 $892,917 - $1.44 Million	-18,970 Reduced 81.82%	4,215 $309,000
Q1 2020 May 14, 2020	BUY	$48.86 - $87.67 $1.1 Million - $1.97 Million	22,500 Added 3284.67%	23,185 $1.25 Million
Q4 2019 Feb 14, 2020	BUY	$54.57 - $71.85 $37,380 - $49,217	685 New	685 $47,000

272

51.5M

38.3K

131K

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...

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