Envision Financial Planning, LLC Purchases and Sells in Q2 2025

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025

Top Buys

Incresed Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
78.9K
+ 196.74%
N/A
119K $3.17B
29.1K
+ 94.02%
$24.94 - $31.15 $727K - $908K
60.1K $1.87B
ISHARES TR
26.9K
+ 4.14%
N/A
678K $17.6B
3.14K
+ 372.36%
$228.54 - $279.83 $717K - $878K
3.98K $1.11B
25.9K
+ 3.7%
$20.23 - $21.04 $523K - $544K
724K $15.2B
CAPITAL GROUP CONSERVATIVE E
21.6K
+ 26.05%
N/A
105K $3B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
160K
New
$48.13 - $49.85 $7.7M - $7.97M
160K $7.84B
25.9K
New
$102.31 - $105.8 $2.65M - $2.74M
25.9K $2.71B
29.7K
New
$22.25 - $28.0 $660K - $830K
29.7K $830M
3.98K
New
$162.76 - $195.77 $647K - $779K
3.98K $776M
3.48K
New
$153.67 - $176.74 $534K - $614K
3.48K $614M
1.84K
New
$152.42 - $182.82 $281K - $337K
1.84K $337M
View all

Top Sells

Reduced Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
-160K
- 75.94%
$20.08 - $20.98 $3.22M - $3.36M
50.7K $1.05B
INVESCO EXCH TRD SLF IDX FD
-115K
- 67.55%
N/A
55.2K $1.35B
-113K
- 62.66%
$20.97 - $21.71 $2.38M - $2.46M
67.5K $1.45B
INVESCO EXCH TRD SLF IDX FD
-81.7K
- 63.66%
N/A
46.6K $1.17B
DIMENSIONAL ETF TRUST
-11.6K
- 11.86%
N/A
86.3K $2.68B
-7.06K
- 9.89%
$24.98 - $25.35 $176K - $179K
64.3K $1.63B
View all
Activity Summary
Buys All Purchases 28 New Holdings 8 Increased Positions 20 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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