ENVESTNET ASSET MANAGEMENT INC
Position in BDVG — iMGP Berkshire Dividend Growth ETF
CIK 1407543
Berwyn, PA
All Filings in BDVG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,319 | 45,375 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $199,073 | 15,243 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $294,557 | 23,108 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $266,023 | 22,095 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $258,549 | 22,038 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $500,273 | 43,631 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $413,130 | 35,392 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $366,217 | 33,223 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $231,261 | 22,160 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $159,611 | 15,639 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||