HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,022 Value ($000) $1,024 Avg Close — Range —
Q3 2025
Shares 9,613 Value ($000) $682 Avg Close — Range —
Q2 2025
Shares 7,694 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 9,155 Value ($000) $526 Avg Close — Range —
Q4 2024
Shares 14,241 Value ($000) $704 Avg Close — Range —
Q3 2024
Shares 16,107 Value ($000) $728 Avg Close — Range —
Q2 2024
Shares 19,079 Value ($000) $830 Avg Close — Range —
Q1 2024
Shares 14,742 Value ($000) $580 Avg Close — Range —
Q4 2023
Shares 18,261 Value ($000) $740 Avg Close — Range —
Q3 2023
Shares 16,827 Value ($000) $664 Avg Close — Range —