Envision Financial Planning, LLC New Holdings in Q3 2024

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
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
Fidelity Merrimack Str Tr Tota

ETFs
78.6K
New
$44.65 - $47.21 $3.51M - $3.71M
78.6K $3.67B
VGSH
Vanguard

ETFs
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
Dimensional ETF Tr Dimen Intl
6.84K
New
N/A
6.84K $244M
Dimensional ETF Trust
3.39K
New
N/A
3.39K $215M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.65K
New
$76.38 - $78.87 $202K - $209K
2.65K $208M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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