Envestnet Inc. (env 0.75 08/15/25)
13F holders, Q4 2024 (December 31)1holders −1
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Envestnet Inc. (env 0.75 08/15/25) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 2 sold out. The largest holder was Arkadios Wealth Advisors ($19K).
- Company
- Envestnet Inc. (env 0.75 08/15/25)
- CUSIP
- 29404KAE6
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $39K |
All 13F filers, Q3 2024 → Q4 2024: 40,000 shares sold, net −40,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Arkadios Wealth Advisors | 0.00% | No change | 19,000 | $19K |
"% of holder's portfolio" is ENVESTNET INC (ENV 0.75 08/15/25)'s weight in each manager's 13F, not the share of Envestnet Inc. (env 0.75 08/15/25) the manager owns.