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ENVESTNET ASSET MANAGEMENT INC → SWZ
ENVESTNET ASSET MANAGEMENT INC SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
1
Latest value
$173.3M
Q3 2025
Peak value
$173.3M
First seen
Q3 2025
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2025 | $173.3M | 2.90M | — | — |