Envestnet Portfolio Solutions, Inc. APUE Holdings History
Envestnet Portfolio Solutions, Inc.'s ActivePassive U.S. Equity ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 27.79 Mil shares of ActivePassive U.S. Equity ETF(APUE), totaling $944.42 Mil. This investment constitutes 3.61% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 58.15% of the outstanding ActivePassive U.S. Equity ETF(APUE) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 3 purchases of APUE, at an average price of $30.19, for a total of 34.76 Mil shares. In addition, there have been 3 sales at an average price of $35.54 for 6.97 Mil shares. Based on historical transaction data and APUE's current price of $37.80, Envestnet Portfolio Solutions, Inc.'s estimated gain on his APUE holdings is $248.68 Mil, reflecting a 23.69% gain to date.
Envestnet Portfolio Solutions, Inc. APUE ($37.80) Holding Chart
Envestnet Portfolio Solutions, Inc. APUE ($37.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
