ENVESTNET ASSET MANAGEMENT INC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,586,994 | 268,947 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $5,718,877 | 199,821 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $3,895,951 | 142,188 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $4,211,423 | 143,392 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $4,207,684 | 139,651 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $4,579,598 | 161,424 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $5,317,383 | 214,757 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,973,290 | 193,438 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $4,770,128 | 188,245 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $4,436,779 | 186,341 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,551,180 | 153,465 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $5,448,245 | 232,831 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,349,920 | 141,526 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,948,723 | 138,243 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,702,173 | 104,776 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $3,426,121 | 111,310 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $3,109,084 | 114,053 | Shares | Sole | 2022-02-04 |