A detailed history of New Edge Advisors, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 7,528 shares of ENV stock, worth $475,317. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,528
Previous 1,689 345.71%
Holding current value
$475,317
Previous $105,000 348.57%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.13 - $63.25 $356,938 - $369,316
5,839 Added 345.71%
7,528 $471,000
Q2 2024

Aug 15, 2024

BUY
$56.54 - $69.09 $57,840 - $70,679
1,023 Added 153.6%
1,689 $105,000
Q1 2024

May 14, 2024

BUY
$48.28 - $57.91 $24,188 - $29,012
501 Added 303.64%
666 $38,000
Q1 2023

May 12, 2023

SELL
$52.8 - $68.99 $14,467 - $18,903
-274 Reduced 62.41%
165 $9,000
Q4 2022

Feb 14, 2023

BUY
$43.13 - $61.77 $18,934 - $27,117
439 New
439 $27,000

Others Institutions Holding ENV

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...
More about ENV
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