ENVESTNET ASSET MANAGEMENT INC
Holdings in STEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,830,884 | 59,699 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $5,120,042 | 78,396 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $4,026,469 | 72,549 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $3,866,221 | 74,023 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $4,514,176 | 77,992 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $5,086,512 | 89,504 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $5,079,839 | 110,696 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,659,638 | 130,376 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $4,131,374 | 129,795 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $5,266,943 | 166,781 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,892,027 | 116,567 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,909,463 | 119,879 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,354,051 | 133,203 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,701,181 | 151,007 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $4,687,196 | 180,069 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $6,192,733 | 187,318 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $7,137,527 | 171,699 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $4,970,630 | 116,572 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $3,360,260 | 97,682 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,214,190 | 91,131 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $415,114 | 10,430 | Shares | Sole | 2021-02-02 |