Annual Reports :: Envestnet, Inc. (ENV)

11 rows · Date Form Description PDF XBRL Pages; 02/28/24: 10-K: Annual report pursuant to Section 13 and 15(d)

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Envestnet Portfolio Solutions 13F Annual Report (2024) | Wallmine

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$28.6 trillion Assets Under Management (AUM) As of 9th July 2024, Envestnet Portfolio Solutions’s top holding is 129,879,918 shares of Ishares Tr currently worth over $13.5 trillion …

wallmine.com

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Envestnet Portfolio Solutions 13F Annual Report (2024) – …

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$24 trillion Assets Under Management (AUM) As of 31st January 2024, Envestnet Portfolio Solutions’s top holding is 121,588,600 shares of Ishares Tr currently worth over $12.4 tr

wallmine.com

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Envestnet Portfolio Solutions, Inc. 13F Filings

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Envestnet Portfolio Solutions, Inc. reported 1,625 holdings with total value $28.7 B as of Q2 2024. Top holdings included IVV, AGG, IWY, APUE, and VOO Envestnet Portfolio Solutions, Inc.

13f.info

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Envestnet Portfolio Solutions, Inc. Q2 2024 13F Top Portfolio …

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May 6, 2024 · Envestnet Portfolio Solutions, Inc. reported 1,625 holdings with total value $28.7 B as of Q2 2024. Top holdings included IVV, AGG, IWY, APUE, and VOO. Envestnet Portfolio …

13f.info

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Envestnet Portfolio Solutions, Inc. Q3 2024 13F Top Portfolio …

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Envestnet Portfolio Solutions, Inc. reported 1,676 holdings with total value $30.8 B as of Q3 2024. Top holdings included IVV, AGG, APUE, IWY, and IUSB ... AGG, APUE, IWY, and IUSB. …

13f.info

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ENVESTNET ASSET MANAGEMENT INC Top 13F Holdings

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Envestnet Asset Management is a large advisory firm with 1821809 clients and discretionary assets under management (AUM) of $426,071,864,566 (Form ADV from 2024-09-03). Their …

whalewisdom.com

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Envestnet Portfolio Solutions, Inc. - 13F-HR Filing - 2024-03-31

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Mar 31, 2024 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

fintel.io

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Envestnet Portfolio Solutions Review 2024 - Investor.com

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Oct 16, 2024 · For our review of Envestnet Portfolio Solutions, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm. ... 2.13% of …

investor.com

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Envestnet Asset Management Inc 13F Annual Report (2024)

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$285 trillion Assets Under Management (AUM) As of 1st August 2024, Envestnet Asset Management Inc’s top holding is 909,503,309 shares of Ishares Tr currently worth over $87.3 …

wallmine.com

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Ghe LLC Sells 15,716 Shares Of Block, Inc. (NYSE:SQ) - MarketBeat

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5 days ago · Ghe LLC cut its stake in Block, Inc. (NYSE:SQ - Free Report) by 75.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,170 …

marketbeat.com