ENVESTNET ASSET MANAGEMENT INC
Holdings in HEQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,462,924 | 136,086 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $1,470,221 | 138,049 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $1,414,471 | 133,693 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $1,357,428 | 130,522 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,345,892 | 131,821 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,244,316 | 113,429 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $977,210 | 94,053 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $823,811 | 78,533 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $615,964 | 61,290 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $752,096 | 78,589 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $867,919 | 80,512 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $804,633 | 69,186 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $405,041 | 35,221 | Shares | Sole | 2023-02-07 |
| 2020-03-31 | $451,916 | 44,480 | Shares | Sole | 2020-04-23 |