A detailed history of Rothschild Investment LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Rothschild Investment LLC holds 40 shares of ENV stock, worth $2,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 20 100.0%
Holding current value
$2,525
Previous $1.25 Million 100.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$61.13 - $63.25 $1,222 - $1,265
20 Added 100.0%
40 $2.51 Million
Q2 2024

Jul 30, 2024

BUY
$56.54 - $69.09 $1,130 - $1,381
20 New
20 $1.25 Million
Q1 2024

Jul 31, 2024

SELL
$48.28 - $57.91 $724 - $868
-15 Reduced 75.0%
5 $290,000

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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