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Spend Life Wisely Funds Invt shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Spend Life Wisely Funds Invt shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Spend Life Wisely Funds Invt

Tip: Access up to 7 years of quarterly data

All positions including Spend Life Wisely Funds Invt held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spend Life Wisely Funds Invt by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $523k 5.2k 100.64

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Envestnet Asset Management

Top funds holding Spend Life Wisely Funds Invt

Envestnet Asset Management
Mml Investors Services
Jane Street
Delos Wealth Advisors

View all funds holding Spend Life Wisely Funds Invt