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Envestnet shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Envestnet shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 19k 0.97
2023-12-31 $18k 19k 0.93
2023-09-30 $18k 19k 0.92

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Angel Oak Income Etf Etf (CARY)
Amazon Stock (AMZN)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
Invesco Qqq Trust Series I Etf (QQQ)
Copper Place Global Dividend Growth Etf Etf (GDVD)
Invesco S&p 500 Pure Growth Etf Etf (RPG)
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)
Johnson & Johnson Stock (JNJ)

View all positions for Arkadios Wealth Advisors

Top funds holding Envestnet

Tenor Capital Management
Fort Baker Capital Management
Lazard Asset Management
Jpmorgan Chase & Co
Bank Of Montreal
Aviva
Segantii Capital Management
Osterweis Capital Management
Aequim Alternative Investments
Franklin Resources
Bank of America Corporation
Calamos Advisors
Eubel Brady & Suttman Asset Management
Palisade Capital Management
Ofi Invest Asset Management

View all funds holding Envestnet