ENVESTNET ASSET MANAGEMENT INC
Holdings in UBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $65,435,381 | 1,412,986 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $64,648,103 | 1,576,783 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $55,069,376 | 1,628,308 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $52,574,067 | 1,716,424 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $50,908,280 | 1,679,033 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $52,697,408 | 1,704,866 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $52,208,730 | 1,767,391 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $56,319,805 | 1,833,327 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $60,248,881 | 1,949,802 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $19,764,000 | 801,785 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $22,328,459 | 1,101,552 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $98,565,725 | 4,618,825 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $23,703,338 | 1,269,595 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $20,323,460 | 1,400,652 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $22,752,118 | 1,402,720 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $27,806,338 | 1,423,047 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $27,406,718 | 1,533,672 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $19,367,498 | 1,215,025 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $18,093,453 | 1,179,495 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $18,038,576 | 1,161,531 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $14,601,461 | 1,033,366 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $8,234,754 | 738,543 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $8,659,535 | 750,393 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $6,478,610 | 699,634 | Shares | Sole | 2020-04-23 |