REGATTA CAPITAL GROUP, LLC – Envestnet, Inc. Transaction History
REGATTA CAPITAL GROUP, LLC portfolio value:
$993,000
portfolio value
REGATTA CAPITAL GROUP, LLC quarter portfolio value change:
-15.86%
quarter
Envestnet, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $44.4 | 18.81K | |
| Q2 2022 | share | Increase | +2.68% | 491 shares | -371K | $52.77 | 18.81K |
| Q1 2022 | share | Increase | +0.01% | 2 shares | -90K | $74.44 | 18.32K |
| Q4 2021 | share | Increase | 0.00% | 18.32K shares | 1.45M | $79.94 | 18.32K |