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Workiva Inc equity us cm shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Workiva Inc equity us cm (WK) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Workiva Inc equity us cm

Tip: Access up to 7 years of quarterly data

All positions including Workiva Inc equity us cm held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva Inc equity us cm by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $516k 6.5k 79.12
2024-06-30 $523k 7.2k 72.99
2024-03-31 $761k 9.0k 84.80
2023-12-31 $933k 9.2k 101.53

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 Workiva Inc equity us cm

Vanguard Group
BlackRock
FMR
Macquarie Group
T. Rowe Price Investment Management
Riverbrige Partners
Jpmorgan Chase & Co
State Street Corporation
Conestoga Capital Advisors
Geode Capital Management
Ameriprise Financial
Brown Capital Management
Mairs and Power
First Trust Advisors
Loomis, Sayles and

View all funds holding Workiva Inc equity us cm