| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $310B | Chicago, IL | 028-13411 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 137 | $152M | +$10.2M | -$4.5M | +$5.71M | PSP, VTI, QAI, ITOT, PLTR | 13F-HR | 11/6/2024, 11:44 AM |
| Q2 2024 | 131 | $137M | +$6.42M | -$2.53M | +$3.89M | PSP, QAI, ITOT, VTI, WST | 13F-HR | 8/1/2024, 04:55 PM |
| Q1 2024 | 131 | $134M | +$17M | -$11.7M | +$5.36M | PSP, QAI, VTI, ITOT, WST | 13F-HR | 5/8/2024, 03:30 PM |
| Q4 2023 | 132 | $120M | +$6.84M | -$6.7M | +$137K | PSP, QAI, WST, VTI, ITOT | 13F-HR | 2/7/2024, 10:34 AM |
| Q3 2023 | 129 | $111M | +$17.8M | -$13.5M | +$4.31M | PSP, QAI, WST, VTI, PLTR | 13F-HR | 10/30/2023, 05:46 PM |
| Q2 2023 | 137 | $109M | +$5.3M | -$1.37M | +$3.93M | PSP, QAI, WST, VTI, ITOT | 13F-HR | 8/10/2023, 02:20 PM |
| Q1 2023 | 132 | $99.5M | +$15.7M | -$12M | +$3.65M | PSP, QAI, WST, VTI, IEFA | 13F-HR | 5/10/2023, 01:56 PM |
| Q4 2022 | 131 | $90.9M | +$7.58M | -$3.43M | +$4.16M | PSP, QAI, VTI, WST, ITOT | 13F-HR | 2/13/2023, 04:17 PM |
| Q3 2022 | 118 | $82.5M | +$5.88M | -$711K | +$5.17M | PSP, QAI, VTI, WST, ITOT | 13F-HR | 11/10/2022, 06:38 PM |
| Q2 2022 | 113 | $83M | +$6.83M | -$3.77M | +$3.06M | PSP, QAI, WST, VTI, IEFA | 13F-HR | 8/15/2022, 02:54 PM |
| Q1 2022 | 123 | $95.1M | +$9.92M | -$6.38M | +$3.54M | PSP, WST, QAI, VTI, ITOT | 13F-HR | 5/4/2022, 04:45 PM |
| Q4 2021 | 122 | $98.9M | $0 | $0 | PSP, WST, QAI, VTI, ITOT | 13F-HR | 2/11/2022, 05:27 PM |