ENVESTNET ASSET MANAGEMENT INC
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,023,616 | 114,934 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $3,836,451 | 56,435 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $2,328,227 | 31,763 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $2,143,163 | 27,855 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $2,128,177 | 24,589 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,202,283 | 22,620 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,862,867 | 24,234 | Shares | Sole | 2024-08-08 |
| 2022-12-31 | $216,870 | 3,000 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $231,243 | 3,190 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $240,088 | 3,129 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $272,101 | 3,301 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $359,984 | 3,775 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $225,231 | 2,674 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $375,459 | 5,238 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $369,205 | 5,125 | Shares | Sole | 2021-05-04 |