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Tidal Tr Ii shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Tidal Tr Ii (CLIA) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Tr Ii held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Tr Ii by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 29k 19.25
2023-12-31 $570k 28k 20.53

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Tidal Tr Ii

Envestnet Asset Management
W. E. Donoghue & Co
Proequities
Envestnet Portfolio Solutions
Commonwealth Equity Services
Wellington Wealth Strategies
Global Retirement Partners
Kestra Advisory Services
Advisor Group Holdings
FTB Advisors
UBS Group

View all funds holding Tidal Tr Ii