ENVESTNET ASSET MANAGEMENT INC
Holdings in IBKR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,875,612 | 915,497 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $68,772,636 | 999,457 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $55,689,432 | 1,005,043 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $12,719,837 | 307,261 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $14,602,482 | 330,616 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $11,931,585 | 342,468 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $10,113,795 | 329,977 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $9,751,221 | 349,162 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $5,923,992 | 285,838 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $6,076,685 | 280,808 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,458,508 | 262,839 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $6,844,946 | 331,635 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $4,242,043 | 234,529 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,411,579 | 213,524 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,901,818 | 211,003 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $3,404,465 | 206,613 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $3,620,320 | 182,338 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $2,587,795 | 166,044 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $2,639,897 | 160,651 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $2,663,221 | 145,850 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,115,490 | 73,243 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $743,291 | 61,518 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $525,059 | 50,281 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $496,131 | 45,970 | Shares | Sole | 2020-04-23 |