The estimated Net Worth of Charles Roame is at least $1.35 Million dollars as of 29 August 2018. Charles Roame owns over 7,481 units of Envestnet stock worth over $660,832 and over the last 13 years Charles sold ENV stock worth over $691,173.
Charles has made over 32 trades of the Envestnet stock since 2012, according to the Form 4 filled with the SEC. Most recently Charles sold 3,165 units of ENV stock worth $220,917 on 17 June 2019.
The largest trade Charles's ever made was selling 7,481 units of Envestnet stock on 29 August 2018 worth over $470,256. On average, Charles trades about 705 units every 61 days since 2012. As of 29 August 2018 Charles still owns at least 10,548 units of Envestnet stock.
You can see the complete history of Charles Roame stock trades at the bottom of the page.
Charles's mailing address filed with the SEC is 35 EAST WACKER DRIVE, SUITE 2400, CHICAGO, IL, 60601.
Over the last 14 years, insiders at Envestnet have traded over $279,574,671 worth of Envestnet stock and bought 68,939 units worth $2,631,033 . The most active insiders traders include Yves Sisteron, Partners, Lpgrp Ii Investor..., and James Johnson. On average, Envestnet executives and independent directors trade stock every 8 days with the average trade being worth of $1,432,868. The most recent stock trade was executed by Matthew Majoros on 25 March 2024, trading 700 units of ENV stock currently worth $39,844.
envestnet, inc. (nyse: env) is a leading provider of unified wealth management technology and services to investment advisors. our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. envestnet's advisor suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. envestnet provides institutional-quality research and advanced portfolio solutions through our portfolio management consultants group, envestnet | pmc®. envestnet | tamarac provides leading rebalancing, reporting, and practice management software. for more information on envestnet, please visit www.envestnet.com or call our toll-free number: (855) 769-0806.
Envestnet executives and other stock owners filed with the SEC include: