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Envestnet shares owned by Integrated Investment Consultants

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

Historical chart of Integrated Investment Consultants investment in Envestnet

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Envestnet by Integrated Investment Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $398k 6.9k 57.91
2023-12-31 $361k 7.3k 49.52
2023-09-30 $323k 7.3k 44.03
2023-06-30 $434k 7.3k 59.35
2023-03-31 $368k 6.3k 58.67
2022-12-31 $386k 6.3k 61.70

More positions owned by Integrated Investment Consultants

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)

View all positions for Integrated Investment Consultants

Top funds holding Envestnet

Vanguard Group
Impactive Capital
Jpmorgan Chase & Co
Van Berkom & Associates
Hsbc Holdings
Earnest Partners
Henderson Group
ClearBridge Advisors
Brown Advisory Holdings Incorporated
Geneva Capital Management
Dimensional Fund Advisors
Fisher Investments
Bank of America Corporation
Bank Of Montreal
Royal Bank of Canada

View all funds holding Envestnet