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. | 0 | reported | 25 Nov 2024 | tx 321+365,237−566,292 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 84,734 | 63.15 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 8,931 | — | deriv |
| 28 Aug 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 931 | 62.81 USD | |
| 28 May 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 212 | 68.45 USD | |
| 11 Mar 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 55.49 USD | |
| 11 Mar 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 422 | 55.49 USD | |
| 28 Feb 2024 | TAX_WITHHOLDING | ENVESTNET, INC. | 565 | 50.98 USD | |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 1,439 | 0.00 USD | |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 9,808 | 0.00 USD | |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 14,712 | 0.00 USD | |
| 11 Dec 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 42.38 USD | |
| 28 Nov 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 123 | 37.18 USD | |
| 11 Sept 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 50.08 USD | |
| 28 Aug 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 123 | 53.68 USD | |
| 09 Jun 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 54.22 USD | |
| 26 May 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 123 | 52.68 USD | |
| 30 Mar 2023 | SALE | ENVESTNET, INC. | 8,800 | 56.84 USD | |
| 10 Mar 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 56.65 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 1,639 | 0.00 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,090 | 62.51 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 3,637 | 0.00 USD | |
| 09 Dec 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 61.20 USD | |
| 28 Nov 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 119 | 57.25 USD | |
| 14 Nov 2022 | SALE | ENVESTNET, INC. | 5,358 | 56.00 USD | |
| 09 Sept 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 127 | 53.25 USD |