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

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024
Number of Shares
127,812
Previous 125,152 2.13%
Holding current value
$3.29 Billion
Previous $3.3 Billion 0.18%
% of portfolio
1.7%
Previous 1.74%

Shares

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

Feb 13, 2025
BUY
N/A
2,660 Added 2.13%
127,812 $3.29 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
6,722 Added 5.68%
125,152 $3.3 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
13,962 Added 13.36%
118,430 $3.07 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
104,468 New
104,468 $2.74 Billion
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email