ENVESTNET ASSET MANAGEMENT INC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $186,171 | 16,712 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $126,675 | 11,073 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $129,708 | 10,702 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $131,099 | 10,702 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $136,985 | 10,702 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $136,450 | 10,702 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $151,557 | 11,587 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $150,978 | 11,587 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $150,502 | 11,888 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,253,372 | 103,499 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,249,859 | 106,371 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,222,654 | 107,913 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,284,892 | 117,449 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,368,985 | 123,221 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $245,547 | 20,012 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $220,996 | 16,480 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $242,329 | 16,418 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $192,574 | 13,181 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $1,149,376 | 81,228 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,035,808 | 75,113 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $937,755 | 73,665 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $809,773 | 69,628 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $802,316 | 70,876 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $692,775 | 70,119 | Shares | Sole | 2020-04-23 |