| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q2 2024 | 11.6% |
| ISHARES TR | 4 | Q2 2024 | 6.7% |
| VANGUARD INDEX FDS | 4 | Q2 2024 | 4.1% |
| ISHARES TR | 4 | Q2 2024 | 4.2% |
| ISHARES TR | 4 | Q2 2024 | 3.6% |
| ISHARES TR | 4 | Q2 2024 | 3.4% |
| VANGUARD TAX-MANAGED FDS | 4 | Q2 2024 | 2.7% |
| ISHARES TR | 4 | Q2 2024 | 2.7% |
| TRUST FOR PROFESSIONAL MANAG | 4 | Q2 2024 | 4.0% |
| ISHARES INC | 4 | Q2 2024 | 2.2% |
View Envestnet Portfolio Solutions, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-13 |
View Envestnet Portfolio Solutions, 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.