Envision Financial Planning, LLC AMERICAN CENTY ETF TR Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
132,228
Previous 124,051 6.59%
Holding current value
$9.2 Billion
Previous $8.21 Billion 12.05%
% of portfolio
3.9%
Previous 3.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
8,177 Added 6.59%
132,228 $9.2 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-8,989 Reduced 6.76%
124,051 $8.21 Billion
Q1 2025

May 14, 2025
BUY
N/A
38,752 Added 41.1%
133,040 $8.25 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
1,114 Added 1.2%
94,288 $6.13 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
93,174 New
93,174 $5.99 Billion
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