Envision Financial Planning, LLC Invesco Exchange Self Ind Tr Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 194,461 shares of BSMU stock, worth $4.26 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
194,461
Previous 189,977 2.36%
Holding current value
$4.26 Million
Previous $4.14 Billion 4.14%
% of portfolio
2.27%
Previous 3.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$21.72 - $22.21 $97,392 - $99,589
4,484 Added 2.36%
194,461 $4.31 Billion
Q2 2024

Jul 30, 2024
BUY
$21.53 - $22.05 $275,411 - $282,063
12,792 Added 7.22%
189,977 $4.14 Billion
Q1 2024

Apr 30, 2024
BUY
$22.1 - $22.43 $314,527 - $319,223
14,232 Added 8.73%
177,185 $3.92 Billion
Q4 2023

Jan 23, 2024
BUY
$20.62 - $22.45 $222,572 - $242,325
10,794 Added 7.09%
162,953 $3.65 Billion
Q3 2023

Nov 02, 2023
BUY
$20.89 - $22.11 $3.18 Million - $3.36 Million
152,159 New
152,159 $3.18 Billion

Others Institutions Holding BSMU

# of Institutions
66
Shares Held
3.55M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE SELF-IND TR

BSMU Quotes by TradingView
  • Ticker BSMU
  • Sector ETFs
  • Industry ETFs
More about BSMU
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