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Envestnet shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $745k 12k 62.59
2024-03-31 $540k 9.3k 57.91
2020-12-31 $1.6M 19k 82.29

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Cetera Investment Advisers

Top funds holding Envestnet

BlackRock
BlackRock
Vanguard Group
Impactive Capital
Morgan Stanley
Jpmorgan Chase & Co
State Street Corporation
Brown Advisory Holdings Incorporated
Hsbc Holdings
Henderson Group
Geode Capital Management
Bank of America Corporation
Geneva Capital Management
Schroder Investment Management Group
Highland Capital Management Fund Advisors

View all funds holding Envestnet