ENVESTNET ASSET MANAGEMENT INC
Holdings in CWAN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,333,650 | 469,886 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $9,189,695 | 509,972 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $13,343,198 | 608,445 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $9,813,838 | 366,188 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $11,758,580 | 427,274 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $9,380,678 | 371,512 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $5,238,937 | 282,880 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,917,837 | 278,001 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $3,627,412 | 181,099 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $3,810,192 | 197,011 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,648,067 | 103,848 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,291,866 | 80,944 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,683,956 | 89,811 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,180,017 | 70,281 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $661,549 | 54,946 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $724,500 | 34,500 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $299,314 | 13,025 | Shares | Sole | 2022-02-04 |