ENVESTNET ASSET MANAGEMENT INC
Holdings in LOB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,471,125 | 217,500 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $7,252,960 | 205,933 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $5,401,816 | 181,269 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $3,868,819 | 145,117 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $4,931,370 | 124,687 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,599,551 | 75,988 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $2,318,517 | 66,130 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $515,969 | 12,430 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $500,727 | 11,005 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $277,572 | 9,588 | Shares | Sole | 2023-11-13 |
| 2022-03-31 | $212,567 | 4,177 | Shares | Sole | 2022-05-04 |