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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Mar-24 5:26 PM View:  | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 3,634 | -- | -- | 103% 3.53K to 7.17K | |
| 23-Jun-23 4:07 PM View: | Envestnet, Inc. (ENV) | 21-Jun-23 | Private Purchase | 2,000 | $54.39 | $108,780.00 | 130% 1.53K to 3.53K | |
| 20-Apr-23 4:35 PM View: | Envestnet, Inc. (ENV) | 18-Apr-23 | Grant | 1,534 | -- | -- | 100% 0 to 1.53K |