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Sean P. Skuja

@Envestnet Portfolio Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$30.783BTotal holdings1676
Assets growth rate7.41%Assets growth rate (2-Q avg)7.57%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Portfolio Solutions, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1676 positions.

Assets under management

The assets under management (AUM) of Envestnet Portfolio Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 30.783B in assets, with a quarterly growth rate of 7.41% and a 2-quarter average growth rate of 7.57%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FHLCFidelity Covington Trust
Recent Activity
Exited
0%
$1.063M
15,491 shares@ $68.61 avg price
SPLBSpdr Ser Tr
Recent Activity
Exited
0%
$959,911
42,568 shares@ $22.56 avg price
XMESpdr Ser Tr
Recent Activity
Exited
0%
$776,749
13,092 shares@ $59.34 avg price
DLBDolby Laboratories Inc
Recent Activity
Exited
0%
$755,567
9,536 shares@ $79.24 avg price
PGNYProgyny Inc
Recent Activity
Exited
0%
$583,444
20,393 shares@ $28.62 avg price
KKellanova
Recent Activity
Exited
0%
$516,314
8,951 shares@ $57.69 avg price
TUASimplify Exchange Traded Fun
Recent Activity
Exited
0%
$507,970
23,826 shares@ $21.32 avg price
8863⤦Tidal Tr Ii
Recent Activity
Exited
0%
$490,466
25,734 shares@ $19.06 avg price
SMMDIshares Tr
Recent Activity
Exited
0%
$489,532
7,820 shares@ $62.6 avg price
EWYIshares Inc
Recent Activity
Exited
0%
$488,518
7,392 shares@ $66.09 avg price