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DV shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of DV (DV) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in DV

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in DV by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $376k 22k 16.84
2024-06-30 $725k 37k 19.47
2024-03-31 $1.5M 42k 35.16
2023-12-31 $1.1M 29k 36.78

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding DV

Providence Equity Partners
BlackRock
T. Rowe Price Investment Management
Mackenzie Financial
Assenagon Asset Management
Van Berkom & Associates
Riverbrige Partners
Burgundy Asset Management
Geneva Capital Management
Geode Capital Management
Voloridge Investment Management
Dimensional Fund Advisors
Principal Financial Group
AQR Capital Management
Man Group

View all funds holding DV