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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
DOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$344,236
8,967 shares@ $38.39 avg price
SRCLStericycle Inc
Recent Activity
Exited
0%
$342,037
5,884 shares@ $58.14 avg price
AMXAmerica Movil Sab De Cv
Recent Activity
Exited
0%
$332,288
19,546 shares@ $17.01 avg price
EVTCEvertec Inc
Recent Activity
Exited
0%
$319,988
9,624 shares@ $33.25 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
Exited
0%
$313,891
10,119 shares@ $31.02 avg price
OVVOvintiv Inc
Recent Activity
Exited
0%
$300,462
6,411 shares@ $46.87 avg price
DBJPDbx Etf Tr
Recent Activity
Exited
0%
$290,090
3,842 shares@ $75.51 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$289,874
3,127 shares@ $92.71 avg price
FFINFirst Finl Bankshares Inc
Recent Activity
Exited
0%
$289,136
9,791 shares@ $29.54 avg price
SOXQInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$285,120
6,617 shares@ $43.09 avg price