Position Size ($1000s)
$36,596
| $31,075
| $60,538
| 06/30/2023 | 09/30/2023 | 12/31/2023 | Share Count
313,673
| 293,244
| 478,181
| 06/30/2023 | 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
ISHARES TR (ITA) |
478,181 |
$60,538 | ITA | 478,181 | $60,538 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
ISHARES TR (ITA) |
293,244 |
$31,075 | ITA | 293,244 | $31,075 |
|
Entity | 06/30/2023 Amount |
06/30/2023 Position Size ($ in 1000's) |
ISHARES TR (ITA) |
313,673 |
$36,596 | ITA | 313,673 | $36,596 |
Top Stocks Held at 12/31/2023: IVV, VOO, IUSB, VEA, AGG, More »
Size ($ in 1000's)
At 12/31/2023: $241,805,396 At 09/30/2023: $218,963,056 At 06/30/2023: $225,640,267
Envestnet Asset Management Inc. Top Holdings
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