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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
SPHBInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$454,611
5,383 shares@ $84.46 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$441,606
10,174 shares@ $43.41 avg price
STLDSteel Dynamics Inc
Recent Activity
Exited
0%
$425,959
3,289 shares@ $129.52 avg price
ATKRAtkore Inc
Recent Activity
Exited
0%
$425,235
3,152 shares@ $134.91 avg price
FEBWAim Etf Products Trust
Recent Activity
Exited
0%
$411,476
13,885 shares@ $29.64 avg price
BLBlackline Inc
Recent Activity
Exited
0%
$398,221
8,219 shares@ $48.46 avg price
USDUWisdomtree Tr
Recent Activity
Exited
0%
$396,300
14,629 shares@ $27.1 avg price
DBEFDbx Etf Tr
Recent Activity
Exited
0%
$383,527
9,255 shares@ $41.44 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$354,288
5,306 shares@ $66.78 avg price
RSPDInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$346,012
7,203 shares@ $48.04 avg price