Summit Trail Advisors, LLC Envestnet, Inc. Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding ENV
# of Institutions
22Shares Held
10MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY7.97MShares$503 Million0.01% of portfolio
-
Eaton Vance Management Boston, MA1.13MShares$71.6 Million0.07% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA696KShares$43.9 Million0.14% of portfolio
-
Credit Suisse Ag Zurich, V861.5KShares$3.88 Million0.0% of portfolio
-
Eisler Capital (Us) LLC New York, NY42.7KShares$2.7 Million0.06% 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...