Envestnet Portfolio Solutions, Inc.'s ownership history for PBW

Envestnet Portfolio Solutions, Inc. currently holds 64.6K shares with a market value of $2.0M. It started holding PBW on 2024-09-30. At its peak, it held 83.3K shares on 2025-03-31. Its highest holding value was $2.0M on 2026-03-31. At its lowest, it held 64.6K shares on 2026-03-31, with a value of $1.3M on 2025-03-31. In the recent 180 days, Envestnet Portfolio Solutions, Inc. has decreased its shares by 5.6K. In the recent year, Envestnet Portfolio Solutions, Inc. has decreased its shares by 18.7K.