ENVESTNET ASSET MANAGEMENT INC
Holdings in CUBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,766,275 | 37,832 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $1,765,839 | 27,013 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $1,311,546 | 22,328 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $957,565 | 19,075 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $865,384 | 17,777 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $686,670 | 14,783 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $558,631 | 11,643 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $541,636 | 10,208 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $549,406 | 9,535 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $310,015 | 8,999 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $304,355 | 10,058 | Shares | Sole | 2023-08-04 |
| 2022-03-31 | $320,504 | 6,147 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $407,843 | 6,239 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $294,514 | 6,846 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $231,639 | 5,941 | Shares | Sole | 2021-08-04 |
| 2020-09-30 | $122,124 | 10,904 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $131,823 | 10,967 | Shares | Sole | 2020-07-08 |