ENVESTNET ASSET MANAGEMENT INC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $845,658 | 35,075 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $782,415 | 31,549 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $877,815 | 32,572 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $860,191 | 33,667 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $780,699 | 32,475 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $870,130 | 33,428 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $845,292 | 37,602 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $978,390 | 41,510 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,647,608 | 77,571 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,115,883 | 56,991 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $993,032 | 42,042 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,083,238 | 44,395 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $996,688 | 41,546 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,039,943 | 44,748 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,058,084 | 41,805 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $2,295,619 | 79,296 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,238,011 | 43,439 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $1,196,573 | 44,154 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $1,245,432 | 43,410 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,119,015 | 40,065 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $930,010 | 36,019 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $767,846 | 34,541 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $574,578 | 26,058 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $414,077 | 21,967 | Shares | Sole | 2020-04-23 |