Envestnet Inc. (env 0.75 08/15/25)
13F holders, Q3 2024 (September 30)2holders −1
0new positions
0sold out
$0.99avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Envestnet Inc. (env 0.75 08/15/25) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were B. Riley Wealth Advisors, Inc. ($39K) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 2 holders
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 40,000 | $39K |
| 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.