Envestnet Portfolio Solutions, Inc.
Holdings in BEN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,078,568 | 505,591 | Shares | Sole | 2026-02-06 |
| 2025-06-30 | $270,864 | 11,357 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $247,997 | 12,883 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $605,230 | 29,829 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $250,927 | 12,453 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $267,753 | 11,980 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $304,628 | 10,837 | Shares | Sole | 2024-05-06 |