Envestnet Portfolio Solutions, Inc.
Holdings in FWRD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $642,750 | 25,710 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $654,025 | 25,508 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $357,376 | 14,563 | Shares | Sole | 2025-07-25 |