Envision Financial Planning, LLC Invesco ETF Self Indexed Fd Tr Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
A detailed history of Envision Financial Planning, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 201,871 shares of BSMV stock, worth $4.25 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
201,871
Previous 200,599
0.63%
Holding current value
$4.25 Million
Previous $4.2 Billion
2.29%
% of portfolio
2.26%
Previous 3.21%
Shares
5 transactions
Others Institutions Holding BSMV
# of Institutions
51Shares Held
2.43MCall Options Held
0Put Options Held
0-
Farmer Steven Patrick275KShares$5.8 Million0.09% of portfolio
-
Confluence Investment Management LLC266KShares$5.59 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC190KShares$4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC168KShares$3.53 Million0.0% of portfolio
-
Key F Inancial Inc119KShares$2.5 Million0.57% of portfolio