ENVESTNET ASSET MANAGEMENT INC
Holdings in HALO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,753,707 | 219,223 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $18,076,696 | 246,478 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $14,034,839 | 269,797 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $19,383,818 | 303,774 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $14,467,927 | 302,613 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $19,763,712 | 345,278 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $12,022,903 | 229,620 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $8,907,658 | 218,969 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $7,770,581 | 210,243 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $8,228,471 | 215,405 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,127,170 | 142,145 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $11,152,091 | 292,016 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $8,068,306 | 141,798 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $5,062,859 | 128,044 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $3,090,120 | 70,230 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $2,579,358 | 64,678 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $2,444,727 | 60,799 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $2,477,005 | 60,890 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $2,117,014 | 46,620 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,811,096 | 43,442 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,181,913 | 27,673 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $745,064 | 28,351 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $416,412 | 15,532 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $282,550 | 15,706 | Shares | Sole | 2020-04-23 |