Envision Financial Planning, LLC Purchases and Sells in Q2 2024

Envision Financial Planning, LLC

23 operations

Stock	Shares change	Price Range	Shares Held
DFAE	20.4K + 4.99%	$24.03 - $26.3 $490K - $536K	428K $11.1B
DUHP	21.6K + 16.38%	$29.72 - $32.4 $642K - $700K	154K $4.91B
DFAU	8.76K + 2.03%	$34.53 - $37.67 $302K - $330K	440K $16.5B
DIHP	26.8K + 20.96%	$25.66 - $27.34 $689K - $734K	155K $4.08B
IBDW	33.4K + 5.54%	$19.84 - $20.44 $662K - $682K	636K $12.9B
ISHARES TR	22.3K + 3.88%	N/A	598K $15.1B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSU	6.25K New	N/A	6.25K $218M
VO	839 New	$234.99 - $248.98 $197K - $209K	839 $203M

4 operations

Stock	Shares change	Price Range	Shares Held
VOT	-59 - 0.87%	$218.75 - $234.97 $12.9K - $13.9K	6.75K $1.55B
MSFT	-54 - 10.65%	$389.33 - $452.85 $21K - $24.5K	453 $203M
AAPL	-85 - 6.64%	$165.0 - $216.67 $14K - $18.4K	1.2K $252M
DFUS	-2.65K - 1.57%	$53.83 - $59.14 $143K - $157K	166K $9.76B

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