Envision Financial Planning, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024
Number of Shares
57,114
Previous 29,339 94.67%
Holding current value
$1.52 Billion
Previous $800 Million 89.56%
% of portfolio
0.78%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
27,775 Added 94.67%
57,114 $1.52 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
29,339 New
29,339 $800 Million
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