Envestnet, Inc.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Report date

9/30/2024

Quarter

2024 Q3

Filed

11/14/2024

Shares

96,801

Value ($000)

6,062

Weight

0.0%

2013 Q4 - 2024 Q3 (22 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2024 Q3	11/14/2024	6,062	0.0%	96,801	9/30/2024
2024 Q2	8/14/2024	5,825	0.0%	93,065	6/30/2024
2024 Q1	5/15/2024	2,955	0.0%	51,026	3/31/2024
2023 Q4	2/14/2024	2,527	0.0%	51,026	12/31/2023
2023 Q3	11/13/2023	2,255	0.0%	51,205	9/30/2023
2023 Q2	8/11/2023	2,835	0.0%	48,326	6/30/2023
2023 Q1	5/15/2023	2,835	0.0%	48,326	3/31/2023
2022 Q4	2/14/2023	2,800	0.0%	45,379	12/31/2022
2022 Q3	11/14/2022	2,313	0.0%	52,088	9/30/2022
2022 Q2	8/12/2022	3,550	0.0%	67,275	6/30/2022
2022 Q1	5/16/2022	5,145	0.0%	69,113	3/31/2022
2021 Q4	2/14/2022	5,015	0.0%	63,214	12/31/2021
2021 Q3	11/15/2021	5,072	0.0%	63,214	9/30/2021
2021 Q2	8/16/2021	5,414	0.0%	71,365	6/30/2021
2021 Q1	5/14/2021	4,978	0.0%	68,918	3/31/2021
2020 Q4	3/1/2021	5,986	0.0%	72,745	12/31/2020
2020 Q3	11/13/2020	4,756	0.0%	61,637	9/30/2020
2020 Q2	8/14/2020	4,334	0.0%	58,934	6/30/2020
2020 Q1	5/15/2020	3,274	0.0%	60,883	3/31/2020
2019 Q4	2/14/2020	3,987	0.0%	57,262	12/31/2019
2014 Q1	5/23/2014	350	0.0%	8,700	3/31/2014
2013 Q4	1/31/2014	302	0.0%	7,500	12/31/2013