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Envestnet shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Envestnet shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $85k 92k 0.92
2023-06-30 $77k 84k 0.92
2023-03-31 $76k 84k 0.90
2022-12-31 $76k 84k 0.90
2022-09-30 $59k 71k 0.83
2022-06-30 $22k 26k 0.85

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

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
Bnp Paribas Investment Partners

View all funds holding Envestnet