ENVESTNET ASSET MANAGEMENT INC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,103,841 | 18,776 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $1,566,135 | 27,892 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $404,951 | 8,143 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $250,350 | 7,500 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $237,812 | 7,610 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $293,843 | 8,224 | Shares | Sole | 2024-11-07 |
| 2023-12-31 | $250,886 | 8,302 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $206,445 | 7,529 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $411,095 | 15,254 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $394,376 | 15,001 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $867,305 | 31,504 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $892,197 | 39,973 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,311,428 | 46,373 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,283,867 | 34,091 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $997,700 | 31,052 | Shares | Sole | 2022-02-04 |