Envestnet shares owned by CI Private Wealth
Historical chart of CI Private Wealth investment in Envestnet
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All positions including Envestnet held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Envestnet by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $473k | 7.6k | 62.62 |
| 2024-06-30 | $781k | 13k | 62.59 |
| 2024-03-31 | $792k | 14k | 57.91 |
| 2023-12-31 | $649k | 13k | 49.52 |
| 2023-09-30 | $380k | 8.6k | 44.03 |
| 2023-06-30 | $381k | 6.4k | 59.35 |
| 2023-03-31 | $372k | 6.3k | 58.67 |