ENVESTNET ASSET MANAGEMENT INC
Holdings in VERX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,767,724 | 88,519 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $4,797,336 | 193,519 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $7,101,804 | 200,985 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $7,868,917 | 224,762 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $9,563,947 | 179,268 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $7,185,619 | 186,591 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $8,940,436 | 248,001 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $7,161,467 | 225,487 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $6,602,024 | 245,064 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $6,579,665 | 284,834 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $4,222,627 | 216,545 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $3,452,457 | 166,866 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $2,177,762 | 150,087 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,089,500 | 152,853 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,620,949 | 143,067 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $2,334,333 | 152,173 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $2,003,968 | 126,274 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $2,428,466 | 126,351 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $2,275,704 | 103,724 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $2,326,011 | 105,824 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $743,280 | 21,328 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $353,740 | 15,380 | Shares | Sole | 2020-10-09 |