Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Envision Financial Planning, LLC
- $214 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$196 Million0.01% of portfolio
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Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
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Morgan Stanley New York, NY3.77MShares$91.3 Million0.01% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.7 Million2.19% of portfolio
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Hm Payson & CO Portland, ME3.2MShares$77.6 Million1.38% of portfolio