Envestnet, Inc.

BANK OF MONTREAL /CAN/

Report date

9/30/2024

Quarter

2024 Q3

Filed

11/13/2024

Shares

635,409

Value ($000)

39,783

Weight

0.0%

2013 Q3 - 2024 Q3 (23 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	11/13/2024	39,783	0.0%	635,409	9/30/2024
2024 Q2	8/14/2024	39,648	0.0%	629,928	6/30/2024
2024 Q1	5/13/2024	33,990	0.0%	583,928	3/31/2024
2023 Q4	2/8/2024	29,870	0.0%	599,319	12/31/2023
2023 Q3	11/1/2023	29,866	0.0%	576,117	9/30/2023
2023 Q2	8/2/2023	37,332	0.0%	624,275	6/30/2023
2023 Q1	6/13/2024	31,537	0.0%	537,163	3/31/2023
2022 Q4	2/1/2023	23,080	0.0%	369,278	12/31/2022
2022 Q3	11/10/2022	259	0.0%	5,171	9/30/2022
2022 Q2	8/11/2022	10,190	0.0%	178,059	6/30/2022
2022 Q1	5/12/2022	13,604	0.0%	183,912	3/31/2022
2021 Q4	2/11/2022	25,614	0.0%	314,709	12/31/2021
2021 Q3	11/12/2021	27,017	0.0%	343,820	9/30/2021
2021 Q2	8/12/2021	20,953	0.0%	263,832	6/30/2021
2021 Q1	5/13/2021	144	0.0%	1,949	3/31/2021
2020 Q4	2/12/2021	733	0.0%	8,664	12/31/2020
2020 Q3	11/12/2020	2,912	0.0%	37,168	9/30/2020
2020 Q2	8/12/2020	2,983	0.0%	39,245	6/30/2020
2020 Q1	5/13/2020	19	0.0%	380	3/31/2020
2019 Q4	2/10/2020	451	0.0%	6,486	12/31/2019
2014 Q1	5/15/2014	465	0.0%	11,558	3/31/2014
2013 Q4	1/8/2014	435	0.0%	10,791	12/31/2013
2013 Q3	1/8/2014	476	0.0%	15,362	9/30/2013