Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ENVESTNET, INC. | 19,353 | reported | 28 Aug 2020 | tx 116+151,141−164,293 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Aug 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 244 | 82.39 USD | |
| 29 Jun 2020 | EXERCISE | ENVESTNET, INC. | 4,418 | 12.45 USD | |
| 29 Jun 2020 | SALE | ENVESTNET, INC. | 4,418 | 70.87 USD | |
| 29 Jun 2020 | EXERCISE | ENVESTNET, INC. | 4,418 | 0.00 USD | deriv |
| 08 Jun 2020 | SALE | ENVESTNET, INC. | 150 | 76.08 USD | |
| 28 May 2020 | SALE | ENVESTNET, INC. | 2,017 | 74.04 USD | |
| 28 May 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 244 | 71.99 USD | |
| 08 May 2020 | SALE | ENVESTNET, INC. | 150 | 66.36 USD | |
| 08 Apr 2020 | SALE | ENVESTNET, INC. | 150 | 50.78 USD | |
| 28 Mar 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 154 | 56.98 USD | |
| 09 Mar 2020 | SALE | ENVESTNET, INC. | 150 | 65.67 USD | |
| 28 Feb 2020 | GRANT_AWARD | ENVESTNET, INC. | 4,637 | 0.00 USD | |
| 28 Feb 2020 | TAX_WITHHOLDING | ENVESTNET, INC. | 492 | 75.48 USD | |
| 10 Feb 2020 | SALE | ENVESTNET, INC. | 150 | 81.95 USD | |
| 08 Jan 2020 | SALE | ENVESTNET, INC. | 150 | 72.67 USD | |
| 28 Dec 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 238 | 71.56 USD | |
| 09 Dec 2019 | SALE | ENVESTNET, INC. | 150 | 72.04 USD | |
| 28 Nov 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 249 | 71.08 USD | |
| 08 Nov 2019 | SALE | ENVESTNET, INC. | 150 | 63.81 USD | |
| 08 Oct 2019 | SALE | ENVESTNET, INC. | 150 | 56.37 USD | |
| 28 Sept 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 238 | 56.97 USD | |
| 28 Aug 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 248 | 55.86 USD | |
| 16 Aug 2019 | SALE | ENVESTNET, INC. | 6,881 | 56.15 USD | |
| 06 Aug 2019 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,031 | 68.11 USD | |
| 02 Aug 2019 | SALE | ENVESTNET, INC. | 500 | 69.82 USD |