Envision Financial Planning, LLC AMERICAN CENTY ETF TR Transaction History

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024
Number of Shares
94,288
Previous 93,174 1.2%
Holding current value
$6.13 Billion
Previous $5.99 Billion 2.34%
% of portfolio
3.17%
Previous 3.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
1,114 Added 1.2%
94,288 $6.13 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
93,174 New
93,174 $5.99 Billion
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