ENVESTNET ASSET MANAGEMENT INC
Holdings in TWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $438,195 | 15,231 | Shares | Sole | 2026-02-10 |
| 2025-06-30 | $341,670 | 9,762 | Shares | Sole | 2025-08-01 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $438,195 | 15,231 | Shares | Sole | 2026-02-10 |
| 2025-06-30 | $341,670 | 9,762 | Shares | Sole | 2025-08-01 |