Envestnet shares owned by LPL Financial
Historical chart of LPL Financial investment in Envestnet
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Quarterly reported holdings in Envestnet by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 31k | 57.91 |
| 2023-09-30 | $996k | 23k | 42.74 |
| 2023-06-30 | $1.3M | 22k | 59.35 |
| 2023-03-31 | $1.2M | 21k | 58.67 |
| 2022-12-31 | $1.2M | 19k | 62.43 |
| 2022-09-30 | $705k | 16k | 44.38 |
| 2022-06-30 | $823k | 16k | 52.55 |
| 2022-03-31 | $1.0M | 14k | 72.90 |
| 2021-12-31 | $947k | 12k | 79.76 |
| 2021-09-30 | $995k | 12k | 80.16 |
| 2021-06-30 | $592k | 7.8k | 75.91 |
| 2021-03-31 | $471k | 6.5k | 72.22 |
| 2020-12-31 | $541k | 6.6k | 82.36 |
| 2020-09-30 | $492k | 6.4k | 77.12 |
| 2020-06-30 | $486k | 6.6k | 73.60 |
| 2020-03-31 | $338k | 6.3k | 53.79 |
| 2019-12-31 | $403k | 5.7k | 70.81 |
| 2019-09-30 | $374k | 6.6k | 56.74 |
| 2019-06-30 | $442k | 6.5k | 68.40 |
| 2019-03-31 | $410k | 6.2k | 66.04 |
| 2018-12-31 | $258k | 5.3k | 49.11 |
| 2018-09-30 | $297k | 4.9k | 61.02 |
| 2018-06-30 | $270k | 4.9k | 55.03 |
| 2018-03-31 | $282k | 4.9k | 57.35 |
| 2017-12-31 | $233k | 4.6k | 50.44 |
| 2016-09-30 | $448k | 12k | 36.91 |
| 2014-03-31 | $211k | 5.3k | 40.19 |