$102 Billion is the total value of ENVESTNET ASSET MANAGEMENT INC's 3061 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTI | Exit | W & T OFFSHORE INC | $0 | – | -34,765 | -100.0% | 0.00% | – |
| SOI | Exit | SOLARIS OILFIELD INFRSTR INC | $0 | – | -12,809 | -100.0% | 0.00% | – |
| DHC | Exit | DIVERSIFIED HEALTHCARE TR | $0 | – | -18,067 | -100.0% | 0.00% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -22,414 | -100.0% | 0.00% | – |
| WBC | Exit | WABCO HLDGS INC | $0 | – | -2,227 | -100.0% | 0.00% | – |
| PINC | Exit | PREMIER INCcl a | $0 | – | -6,844 | -100.0% | 0.00% | – |
| EEMD | Exit | ETF SER SOLUTIONSaam s&p emrg | $0 | – | -14,127 | -100.0% | 0.00% | – |
| SOXL | Exit | DIREXION SHS ETF TRdly scond 3xbu | $0 | – | -4,100 | -100.0% | 0.00% | – |
| RDNT | Exit | RADNET INC | $0 | – | -11,454 | -100.0% | 0.00% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $0 | – | -18,089 | -100.0% | 0.00% | – |
| PRA | Exit | PROASSURANCE CORP | $0 | – | -9,166 | -100.0% | 0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -14,537 | -100.0% | 0.00% | – |
| OPB | Exit | OPUS BK IRVINE CALIF | $0 | – | -23,533 | -100.0% | 0.00% | – |
| XPER | Exit | XPERI CORP | $0 | – | -11,473 | -100.0% | 0.00% | – |
| ASET | Exit | FLEXSHARES TRreal asst idx | $0 | – | -16,638 | -100.0% | 0.00% | – |
| CCRN | Exit | CROSS CTRY HEALTHCARE INC | $0 | – | -23,542 | -100.0% | 0.00% | – |
| CYH | Exit | COMMUNITY HEALTH SYS INC NEW | $0 | – | -16,841 | -100.0% | 0.00% | – |
| IGEB | Exit | ISHARES TRedge invt grde | $0 | – | -5,898 | -100.0% | 0.00% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -4,585 | -100.0% | 0.00% | – |
| SNLN | Exit | HIGHLAND FDS Ihi ld iboxx srln | $0 | – | -17,557 | -100.0% | 0.00% | – |
| ARR | Exit | ARMOUR RESIDENTIAL REIT INC | $0 | – | -10,711 | -100.0% | 0.00% | – |
| IBMM | Exit | ISHARES TRibonds dec | $0 | – | -7,832 | -100.0% | 0.00% | – |
| DRW | Exit | WISDOMTREE TRglb ex us rl est | $0 | – | -16,022 | -100.0% | 0.00% | – |
| JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -13,164 | -100.0% | 0.00% | – |
| NVST | Exit | ENVISTA HOLDINGS CORPORATION | $0 | – | -10,164 | -100.0% | 0.00% | – |
| HYND | Exit | WISDOMTREE TRnegt dur hig yld | $0 | – | -11,992 | -100.0% | 0.00% | – |
| ATRS | Exit | ANTARES PHARMA INC | $0 | – | -58,136 | -100.0% | 0.00% | – |
| CNX | Exit | CNX RESOURCES CORPORATION | $0 | – | -15,452 | -100.0% | 0.00% | – |
| FAS | Exit | DIREXION SHS ETF TRdly fin bull new | $0 | – | -8,781 | -100.0% | 0.00% | – |
| CMDY | Exit | ISHARES U S ETF TRbloomberg roll | $0 | – | -7,099 | -100.0% | 0.00% | – |
| DBI | Exit | DESIGNER BRANDS INCcl a | $0 | – | -16,787 | -100.0% | 0.00% | – |
| Exit | BLACKROCK CAP INVT CORPnote 5.000% 6/1 | $0 | – | -15,000 | -100.0% | 0.00% | – | |
| TYG | Exit | TORTOISE ENERGY INFRA CORP | $0 | – | -78,763 | -100.0% | 0.00% | – |
| ETV | Exit | EATON VANCE TX MNG BY WRT OP | $0 | – | -15,401 | -100.0% | 0.00% | – |
| AXE | Exit | ANIXTER INTL INC | $0 | – | -3,315 | -100.0% | 0.00% | – |
| COTY | Exit | COTY INC | $0 | – | -10,080 | -100.0% | 0.00% | – |
| ZAGG | Exit | ZAGG INC | $0 | – | -14,122 | -100.0% | 0.00% | – |
| CLNC | Exit | COLONY CR REAL ESTATE INC | $0 | – | -10,180 | -100.0% | 0.00% | – |
| MAC | Exit | MACERICH CO | $0 | – | -32,993 | -100.0% | 0.00% | – |
| FLQD | Exit | FRANKLIN TEMPLETON ETF TRlibertyq gbl | $0 | – | -10,487 | -100.0% | 0.00% | – |
| YCBD | Exit | CBDMD INC | $0 | – | -14,700 | -100.0% | 0.00% | – |
| PTLA | Exit | PORTOLA PHARMACEUTICALS INC | $0 | – | -52,486 | -100.0% | 0.00% | – |
| CERS | Exit | CERUS CORP | $0 | – | -32,848 | -100.0% | 0.00% | – |
| EWD | Exit | ISHARES INCmsci sweden etf | $0 | – | -8,125 | -100.0% | 0.00% | – |
| HTHT | Exit | HUAZHU GROUP LTDsponsored ads | $0 | – | -9,434 | -100.0% | 0.00% | – |
| TNP | Exit | TSAKOS ENERGY NAVIGATION LTD | $0 | – | -17,375 | -100.0% | 0.00% | – |
| ESI | Exit | ELEMENT SOLUTIONS INC | $0 | – | -10,648 | -100.0% | 0.00% | – |
| ATRO | Exit | ASTRONICS CORP | $0 | – | -22,530 | -100.0% | 0.00% | – |
| BJUL | Exit | INNOVATOR ETFS TRs&p 500 buffer | $0 | – | -12,451 | -100.0% | 0.00% | – |
| ACA | Exit | ARCOSA INC | $0 | – | -5,850 | -100.0% | 0.00% | – |
| NRO | Exit | NEUBERGER BERMAN REAL ESTATE | $0 | – | -113,134 | -100.0% | 0.00% | – |
| TGI | Exit | TRIUMPH GROUP INC NEW | $0 | – | -19,412 | -100.0% | 0.00% | – |
| OASPQ | Exit | OASIS PETROLEUM INC | $0 | – | -23,980 | -100.0% | 0.00% | – |
| IBOC | Exit | INTERNATIONAL BANCSHARES COR | $0 | – | -8,186 | -100.0% | 0.00% | – |
| SRI | Exit | STONERIDGE INC | $0 | – | -12,775 | -100.0% | 0.00% | – |
| JHI | Exit | HANCOCK JOHN INVS TR | $0 | – | -32,620 | -100.0% | 0.00% | – |
| AGS | Exit | PLAYAGS INC | $0 | – | -20,723 | -100.0% | 0.00% | – |
| PBD | Exit | INVESCO EXCHANGE-TRADED FD Tgbl clean enrg | $0 | – | -12,940 | -100.0% | 0.00% | – |
| LBC | Exit | LUTHER BURBANK CORP | $0 | – | -13,422 | -100.0% | 0.00% | – |
| RTRX | Exit | RETROPHIN INC | $0 | – | -17,061 | -100.0% | 0.00% | – |
| LKNCY | Exit | LUCKIN COFFEE INCsponsored ads | $0 | – | -7,572 | -100.0% | 0.00% | – |
| PDLI | Exit | PDL BIOPHARMA INC | $0 | – | -89,207 | -100.0% | 0.00% | – |
| SHOO | Exit | MADDEN STEVEN LTD | $0 | – | -8,890 | -100.0% | 0.00% | – |
| GEF | Exit | GREIF INCcl a | $0 | – | -9,516 | -100.0% | 0.00% | – |
| PRDO | Exit | PERDOCEO ED CORP | $0 | – | -13,711 | -100.0% | 0.00% | – |
| TUP | Exit | TUPPERWARE BRANDS CORP | $0 | – | -10,071 | -100.0% | 0.00% | – |
| Exit | PROSPECT CAPITAL CORPORATIONnote 4.750% 4/1 | $0 | – | -25,000 | -100.0% | 0.00% | – | |
| DFND | Exit | REALITY SHS ETF TRdivcn divd etf | $0 | – | -8,013 | -100.0% | 0.00% | – |
| FLKR | Exit | FRANKLIN TEMPLETON ETF TRftse south korea | $0 | – | -24,586 | -100.0% | 0.00% | – |
| SPEU | Exit | SPDR INDEX SHS FDSportflo eurp etf | $0 | – | -13,230 | -100.0% | 0.00% | – |
| SCHK | Exit | SCHWAB STRATEGIC TR1000 index etf | $0 | – | -15,039 | -100.0% | 0.00% | – |
| TPZ | Exit | TORTOISE PWR & ENERGY INFRAS | $0 | – | -38,694 | -100.0% | 0.00% | – |
| VLY | Exit | VALLEY NATL BANCORP | $0 | – | -14,095 | -100.0% | 0.00% | – |
| CZNC | Exit | CITIZENS & NORTHN CORP | $0 | – | -10,379 | -100.0% | 0.00% | – |
| GHG | Exit | GREENTREE HOSPITALTY GROUP Lsponsored ads | $0 | – | -10,318 | -100.0% | 0.00% | – |
| JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -44,072 | -100.0% | 0.00% | – |
| CBLAQ | Exit | CBL & ASSOC PPTYS INC | $0 | – | -29,260 | -100.0% | 0.00% | – |
| FLHY | Exit | FRANKLIN TEMPLETON ETF TRliberty hi yld | $0 | – | -13,445 | -100.0% | 0.00% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -12,975 | -100.0% | 0.00% | – |
| CY | Exit | CYPRESS SEMICONDUCTOR CORP | $0 | – | -11,583 | -100.0% | 0.00% | – |
| ITI | Exit | ITERIS INC | $0 | – | -10,416 | -100.0% | 0.00% | – |
| CLI | Exit | MACK CALI RLTY CORP | $0 | – | -13,083 | -100.0% | 0.00% | – |
| SPTN | Exit | SPARTANNASH CO | $0 | – | -10,819 | -100.0% | 0.00% | – |
| RRC | Exit | RANGE RES CORP | $0 | – | -16,308 | -100.0% | 0.00% | – |
| EQM | Exit | EQM MIDSTREAM PARTNERS LPunit ltd partn | $0 | – | -21,934 | -100.0% | 0.00% | – |
| TISI | Exit | TEAM INC | $0 | – | -11,143 | -100.0% | 0.00% | – |
| DIG | Exit | PROSHARES TR | $0 | – | -23,056 | -100.0% | 0.00% | – |
| WASH | Exit | WASHINGTON TR BANCORP | $0 | – | -5,803 | -100.0% | 0.00% | – |
| ACP | Exit | ABERDEEN INCOME CR STRATEGIE | $0 | – | -52,716 | -100.0% | 0.00% | – |
| JP | Exit | JUPAI HLDGS LTDads | $0 | – | -16,616 | -100.0% | 0.00% | – |
| AACG | Exit | ATA CREATIVITY GLOBALsponsored ads | $0 | – | -29,918 | -100.0% | 0.00% | – |
| GRPN | Exit | GROUPON INC | $0 | – | -98,296 | -100.0% | 0.00% | – |
| ANDE | Exit | ANDERSONS INC | $0 | – | -13,481 | -100.0% | 0.00% | – |
| SZC | Exit | CUSHING RENAISSANCE FD | $0 | – | -43,484 | -100.0% | 0.00% | – |
| CPE | Exit | CALLON PETE CO DEL | $0 | – | -57,096 | -100.0% | 0.00% | – |
| HEWG | Exit | ISHARES TRcur hed msci ger | $0 | – | -14,521 | -100.0% | 0.00% | – |
| RENN | Exit | RENREN INCsponsored ads | $0 | – | -13,946 | -100.0% | 0.00% | – |
| NYMT | Exit | NEW YORK MTG TR INC | $0 | – | -14,999 | -100.0% | 0.00% | – |
| REI | Exit | RING ENERGY INC | $0 | – | -52,521 | -100.0% | 0.00% | – |
| RQI | Exit | COHEN & STEERS QUALITY INCOM | $0 | – | -15,145 | -100.0% | 0.00% | – |
| HOPE | Exit | HOPE BANCORP INC | $0 | – | -44,726 | -100.0% | 0.00% | – |
| AWP | Exit | ABERDEEN GLOBAL PREMIER PPTY | $0 | – | -96,968 | -100.0% | 0.00% | – |
| UGP | Exit | ULTRAPAR PARTICIPACOES SA | $0 | – | -12,495 | -100.0% | 0.00% | – |
| PT | Exit | PINTEC TECHNOLOGY HLDGS LTDsponsored ads | $0 | – | -11,087 | -100.0% | 0.00% | – |
| USO | Exit | UNITED STATES OIL FUND LPunits | $0 | – | -97,141 | -100.0% | 0.00% | – |
| CENT | Exit | CENTRAL GARDEN & PET CO | $0 | – | -13,754 | -100.0% | 0.00% | – |
| AKOB | Exit | EMBOTELLADORA ANDINA S Aspon adr b | $0 | – | -11,175 | -100.0% | 0.00% | – |
| CGBD | Exit | TCG BDC INC | $0 | – | -12,957 | -100.0% | 0.00% | – |
| HEES | Exit | H & E EQUIPMENT SERVICES INC | $0 | – | -10,060 | -100.0% | 0.00% | – |
| JCE | Exit | NUVEEN CORE EQUITY ALPHA FD | $0 | – | -17,524 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -25,218 | -100.0% | 0.00% | – |
| MTOR | Exit | MERITOR INC | $0 | – | -14,177 | -100.0% | 0.00% | – |
| HEWC | Exit | ISHARES TRmsci cda etf | $0 | – | -10,764 | -100.0% | 0.00% | – |
| PJUL | Exit | INNOVATOR ETFS TRs&p 500 pwr | $0 | – | -12,912 | -100.0% | 0.00% | – |
| LAUR | Exit | LAUREATE EDUCATION INCcl a | $0 | – | -26,380 | -100.0% | 0.00% | – |
| TEX | Exit | TEREX CORP NEW | $0 | – | -18,794 | -100.0% | 0.00% | – |
| NR | Exit | NEWPARK RES INC | $0 | – | -68,458 | -100.0% | 0.00% | – |
| GDV | Exit | GABELLI DIVID & INCOME TR | $0 | – | -34,941 | -100.0% | -0.00% | – |
| FAB | Exit | FIRST TR MULTI CP VAL ALPHA | $0 | – | -28,810 | -100.0% | -0.00% | – |
| TERP | Exit | TERRAFORM PWR INC | $0 | – | -38,188 | -100.0% | -0.00% | – |
| CZZ | Exit | COSAN LTD | $0 | – | -36,702 | -100.0% | -0.00% | – |
| PIE | Exit | INVESCO EXCHANGE-TRADED FD Tdwa emerg mkts | $0 | – | -56,646 | -100.0% | -0.00% | – |
| LB | Exit | L BRANDS INC | $0 | – | -66,667 | -100.0% | -0.00% | – |
| ERC | Exit | WELLS FARGO MULTI SECTOR INC | $0 | – | -48,868 | -100.0% | -0.00% | – |
| FDHY | Exit | FIDELITY COVINGTON TRhigh yild etf | $0 | – | -12,423 | -100.0% | -0.00% | – |
| CARO | Exit | CAROLINA FINL CORP NEW | $0 | – | -30,290 | -100.0% | -0.00% | – |
| IGT | Exit | INTERNATIONAL GAME TECHNOLOG | $0 | – | -102,126 | -100.0% | -0.00% | – |
| HEQ | Exit | JOHN HANCOCK HDG EQ & INC FD | $0 | – | -44,480 | -100.0% | -0.00% | – |
| IDOG | Exit | ALPS ETF TRintl sec dv dog | $0 | – | -23,631 | -100.0% | -0.00% | – |
| SXT | Exit | SENSIENT TECHNOLOGIES CORP | $0 | – | -11,132 | -100.0% | -0.00% | – |
| EZA | Exit | ISHARES INCmsci sth afr etf | $0 | – | -15,158 | -100.0% | -0.00% | – |
| FLGR | Exit | FRANKLIN TEMPLETON ETF TRftse germany | $0 | – | -25,949 | -100.0% | -0.00% | – |
| HEWU | Exit | ISHARES TRmsci un kngdom | $0 | – | -49,139 | -100.0% | -0.00% | – |
| TPHD | Exit | TIMOTHY PLANhig dv stk etf | $0 | – | -42,151 | -100.0% | -0.00% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -30,172 | -100.0% | -0.00% | – |
| AVK | Exit | ADVENT CONVERTIBLE & INCOME | $0 | – | -40,374 | -100.0% | -0.00% | – |
| APY | Exit | APERGY CORP | $0 | – | -74,952 | -100.0% | -0.00% | – |
| FRT | Exit | FEDERAL REALTY INVT TRsh ben int new | $0 | – | -15,563 | -100.0% | -0.00% | – |
| AMUB | Exit | UBS AG LONDON BRANCHetracs alerian m | $0 | – | -214,265 | -100.0% | -0.00% | – |
| FLTB | Exit | FIDELITYltd trm bd etf | $0 | – | -23,581 | -100.0% | -0.00% | – |
| RFI | Exit | COHEN & STEERS TOTAL RETURN | $0 | – | -45,749 | -100.0% | -0.00% | – |
| AHH | Exit | ARMADA HOFFLER PPTYS INC | $0 | – | -65,267 | -100.0% | -0.00% | – |
| UFPI | Exit | UNIVERSAL FST PRODS INC | $0 | – | -27,544 | -100.0% | -0.00% | – |
| TECD | Exit | TECH DATA CORP | $0 | – | -3,772 | -100.0% | -0.00% | – |
| S | Exit | SPRINT CORPORATION | $0 | – | -109,511 | -100.0% | -0.00% | – |
| GWB | Exit | GREAT WESTN BANCORP INC | $0 | – | -45,292 | -100.0% | -0.00% | – |
| LGIH | Exit | LGI HOMES INC | $0 | – | -9,462 | -100.0% | -0.00% | – |
| NAVI | Exit | NAVIENT CORPORATION | $0 | – | -61,477 | -100.0% | -0.00% | – |
| HYDW | Exit | DBX ETF TRxtrackers low | $0 | – | -13,083 | -100.0% | -0.00% | – |
| CVI | Exit | CVR ENERGY INC | $0 | – | -28,739 | -100.0% | -0.00% | – |
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -11,754 | -100.0% | -0.00% | – |
| EWO | Exit | ISHARES INCmsci austria etf | $0 | – | -37,224 | -100.0% | -0.00% | – |
| ALV | Exit | AUTOLIV INC | $0 | – | -16,907 | -100.0% | -0.00% | – |
| DEAC | Exit | DIAMOND EAGLE ACQUISITION CO | $0 | – | -36,419 | -100.0% | -0.00% | – |
| EVH | Exit | EVOLENT HEALTH INCcl a | $0 | – | -113,206 | -100.0% | -0.00% | – |
| DSL | Exit | DOUBLELINE INCOME SOLUTIONS | $0 | – | -43,697 | -100.0% | -0.00% | – |
| CSFL | Exit | CENTERSTATE BK CORP | $0 | – | -31,746 | -100.0% | -0.00% | – |
| SBGI | Exit | SINCLAIR BROADCAST GROUP INCcl a | $0 | – | -35,833 | -100.0% | -0.00% | – |
| BUSE | Exit | FIRST BUSEY CORP | $0 | – | -36,153 | -100.0% | -0.00% | – |
| CNK | Exit | CINEMARK HOLDINGS INC | $0 | – | -50,662 | -100.0% | -0.00% | – |
| TSG | Exit | STARS GROUP INC | $0 | – | -22,117 | -100.0% | -0.00% | – |
| VRIG | Exit | INVESCO ACTIVELY MANAGED ETFvar rate invt | $0 | – | -44,733 | -100.0% | -0.00% | – |
| RHP | Exit | RYMAN HOSPITALITY PPTYS INC | $0 | – | -35,680 | -100.0% | -0.00% | – |
| UAUG | Exit | INNOVATOR ETFS TRs&p 500 ultra | $0 | – | -61,751 | -100.0% | -0.00% | – |
| MYL | Exit | MYLAN NV | $0 | – | -130,469 | -100.0% | -0.00% | – |
| IAC | Exit | IAC INTERACTIVECORP | $0 | – | -11,337 | -100.0% | -0.00% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -50,558 | -100.0% | -0.00% | – |
| FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -641,391 | -100.0% | -0.00% | – |
| HYZD | Exit | WISDOMTREE TRhedged hi yld bd | $0 | – | -105,740 | -100.0% | -0.00% | – |
| FAD | Exit | FIRST TR MULTI CAP GROWTH AL | $0 | – | -24,390 | -100.0% | -0.00% | – |
| MLNX | Exit | MELLANOX TECHNOLOGIES LTD | $0 | – | -10,795 | -100.0% | -0.00% | – |
| SKY | Exit | SKYLINE CHAMPION CORPORATION | $0 | – | -91,185 | -100.0% | -0.00% | – |
| GII | Exit | SPDR INDEX SHS FDSs&p gblinf etf | $0 | – | -55,372 | -100.0% | -0.00% | – |
| LN | Exit | LINE CORPsponsored adr | $0 | – | -72,970 | -100.0% | -0.00% | – |
| UJUN | Exit | INNOVATOR ETFS TRs&p 500 ultra | $0 | – | -188,391 | -100.0% | -0.01% | – |
| TPLC | Exit | TIMOTHY PLANus lrg cap cor | $0 | – | -213,036 | -100.0% | -0.01% | – |
| GLTR | Exit | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | -71,239 | -100.0% | -0.01% | – |
| FXY | Exit | INVESCO CURRENCYSHARES JAPANjapanese yen | $0 | – | -67,096 | -100.0% | -0.01% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -1,169,564 | -100.0% | -0.01% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -56,235 | -100.0% | -0.01% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -3,656,344 | -100.0% | -0.01% | – |
| CN | Exit | DBX ETF TRxtrack msci chna | $0 | – | -374,435 | -100.0% | -0.01% | – |
| JPHF | Exit | J P MORGAN EXCHANGE-TRADED Fdiversified et | $0 | – | -887,612 | -100.0% | -0.02% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -6,186,810 | -100.0% | -0.02% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -196,490 | -100.0% | -0.03% | – |
| FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -994,907 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 10.1% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 5.9% |
| Vanguard Short-Term Bond ETF | 42 | Q3 2023 | 3.7% |
| ISHARES TR | 42 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 7.0% |
| Vanguard Value ETF | 42 | Q3 2023 | 2.7% |
| Vanguard Total Bond Market ETF | 42 | Q3 2023 | 5.2% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 2.9% |
View ENVESTNET ASSET MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-02-01 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| SC 13G | 2023-02-14 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-04 |
View ENVESTNET ASSET MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.