ENVESTNET ASSET MANAGEMENT INC
Holdings in CALM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,344,286 | 167,705 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $15,844,934 | 168,384 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $16,790,942 | 168,533 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $14,931,052 | 164,258 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $15,457,348 | 150,188 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $10,706,385 | 143,057 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $7,934,094 | 129,833 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $6,526,406 | 110,899 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $5,675,756 | 98,898 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $4,440,791 | 91,714 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,663,225 | 81,405 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $26,171,070 | 429,809 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $4,005,559 | 73,564 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $767,419 | 13,805 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $905,882 | 18,334 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,859,091 | 33,667 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,726,138 | 46,665 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $1,600,188 | 44,253 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $1,404,730 | 38,794 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,256,948 | 32,716 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,304,177 | 34,741 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $1,404,917 | 36,615 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $955,430 | 21,480 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $642,020 | 14,598 | Shares | Sole | 2020-04-23 |