Envestnet Asset Management »

Listed Fd Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 47k 25.53
2024-06-30 $976k 39k 24.78
2024-03-31 $380k 16k 24.02

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Listed Fd Tr

RFG Advisory
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Mercer Global Advisors
Wealth Enhancement Advisory Services
Jane Street
Apollon Wealth Management
Farther Finance Advisors
Y.D. More Investments
IFG Advisors
Courage Miller Partners
TD Waterhouse Canada
Providence Capital Advisors
Jaffetilchin Investment Partners
IFP Advisors

View all funds holding Listed Fd Tr