Envision Financial Planning, LLC Purchases and Sells in Q3 2024

Envision Financial Planning, LLC

21 operations

Stock	Shares change	Price Range	Shares Held
DUHP	247K + 160.85%	$30.74 - $34.07 $7.59M - $8.41M	401K $13.6B
DIHP	216K + 139.14%	$25.23 - $27.94 $5.44M - $6.02M	370K $10.3B
DFAU	72K + 16.37%	$35.8 - $39.69 $2.58M - $2.86M	512K $20.3B
DFAS	49.5K + 53.78%	$59.25 - $65.33 $2.93M - $3.23M	142K $9.18B
DFAI	47.3K + 14.51%	$28.69 - $32.06 $1.36M - $1.52M	373K $11.9B
DFAE	49.3K + 11.51%	$24.46 - $27.82 $1.21M - $1.37M	478K $13.1B

8 operations

Stock	Shares change	Price Range	Shares Held
GOVT	644K New	$22.38 - $23.66 $14.4M - $15.2M	644K $15.1B
AMERICAN CENTY ETF TR	93.2K New	N/A	93.2K $5.99B
FBND	78.6K New	$44.65 - $47.21 $3.51M - $3.71M	78.6K $3.67B
VGSH	18.4K New	$57.74 - $59.13 $1.06M - $1.09M	18.4K $1.08B
CAPITAL GROUP CONSERVATIVE E	29.3K New	N/A	29.3K $800M
DFSI	6.84K New	N/A	6.84K $244M

4 operations

Stock	Shares change	Price Range	Shares Held
NUE	-66 - 1.79%	$137.77 - $166.14 $9.09K - $11K	3.62K $544M
IBMQ	-1.63K - 1.19%	$24.91 - $25.63 $40.6K - $41.8K	135K $3.46B
VOT	-11 - 0.16%	$218.05 - $243.47 $2.4K - $2.68K	6.74K $1.64B
DFUS	-510 - 0.31%	$56.04 - $62.2 $28.6K - $31.7K	165K $10.3B

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