Envestnet Portfolio Solutions, Inc.
Holdings in CPF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $516,850 | 16,587 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $515,173 | 16,980 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $499,550 | 17,822 | Shares | Sole | 2025-07-25 |