ENVESTNET ASSET MANAGEMENT INC
Holdings in BMO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $42,982,424 | 331,169 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $56,457,123 | 433,452 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $50,123,134 | 453,070 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $44,328,387 | 464,123 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $44,712,876 | 460,720 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $5,426,612 | 60,162 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $5,320,617 | 63,454 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $6,149,835 | 62,959 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $3,935,140 | 39,773 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $3,497,727 | 41,457 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,195,709 | 35,386 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,776,845 | 31,162 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $2,978,928 | 32,880 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,900,884 | 33,100 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $3,077,247 | 31,998 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $3,753,451 | 31,817 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $3,519,966 | 32,677 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $3,421,137 | 34,304 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $3,566,421 | 34,774 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,302,252 | 37,054 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $2,092,573 | 27,523 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $1,807,439 | 30,944 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $1,582,693 | 29,834 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $1,592,035 | 31,676 | Shares | Sole | 2020-04-23 |