ENVESTNET ASSET MANAGEMENT INC
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,439,968 | 320,807 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $5,386,780 | 381,500 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $782,716 | 58,065 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $755,446 | 54,427 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $593,719 | 43,688 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $632,251 | 44,777 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $582,872 | 43,858 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $567,389 | 43,082 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $592,783 | 48,430 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $756,055 | 63,641 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $572,720 | 43,853 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $755,569 | 60,933 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $513,162 | 40,185 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $201,516 | 15,278 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $588,818 | 42,514 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $824,388 | 48,522 | Shares | Sole | 2022-05-04 |