| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 1 | Q3 2023 | 11.0% |
| ISHARES TR | 1 | Q3 2023 | 6.7% |
| VANGUARD INDEX FDS | 1 | Q3 2023 | 4.1% |
| ISHARES TR | 1 | Q3 2023 | 3.6% |
| ISHARES TR | 1 | Q3 2023 | 3.4% |
| ISHARES TR | 1 | Q3 2023 | 3.0% |
| ISHARES TR | 1 | Q3 2023 | 2.7% |
| VANGUARD TAX-MANAGED FDS | 1 | Q3 2023 | 2.7% |
| ISHARES TR | 1 | Q3 2023 | 2.2% |
| ISHARES INC | 1 | Q3 2023 | 2.2% |
View Envestnet Portfolio Solutions, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.