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 4+7,168−7,168 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 7,168 | 63.15 USD | |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 3,634 | 0.00 USD | |
| 21 Jun 2023 | PURCHASE | ENVESTNET, INC. | 2,000 | 54.39 USD | |
| 18 Apr 2023 | GRANT_AWARD | ENVESTNET, INC. | 1,534 | 0.00 USD |