Envision Financial Planning, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
107,278
Previous 18,920 467.01%
Holding current value
$2.61 Billion
Previous $449 Million 481.68%
% of portfolio
1.11%
Previous 0.21%

Shares

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

Nov 14, 2025
BUY
N/A
88,358 Added 467.01%
107,278 $2.61 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
10,114 Added 114.85%
18,920 $449 Million
Q1 2025

May 14, 2025
BUY
N/A
8,806 New
8,806 $212 Million
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