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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,498 positions · $124,055,126,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in UGA

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,035,591 19,698
2025-12-31 $759,587 12,305
2025-09-30 $923,948 14,327
2025-06-30 $766,901 12,735
2025-03-31 $762,904 11,874
2024-12-31 $728,038 11,558
2024-09-30 $802,185 13,729
2024-06-30 $255,595 3,781
2024-03-31 $261,944 3,693
2022-12-31 $1,991,926 33,232
2022-09-30 $1,570,578 29,774
2022-06-30 $1,852,299 27,312
2021-12-31 $204,922 5,003