ENVESTNET ASSET MANAGEMENT INC
Holdings in CBU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,663,154 | 116,002 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $6,706,187 | 114,362 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $5,560,805 | 97,781 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $4,775,500 | 83,987 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $4,636,917 | 75,177 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,737,849 | 64,368 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $2,628,605 | 55,679 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $2,288,725 | 47,652 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,999,408 | 38,369 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,178,418 | 27,918 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $985,839 | 21,029 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,044,865 | 19,906 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,108,549 | 17,610 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,047,434 | 17,434 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,076,709 | 17,015 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,510,820 | 21,537 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,751,546 | 23,517 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $1,454,198 | 21,254 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $1,123,099 | 14,846 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $717,332 | 9,350 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $387,069 | 6,212 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $359,544 | 6,602 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $372,397 | 6,531 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $427,005 | 7,262 | Shares | Sole | 2020-04-23 |