Envision Financial Planning, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025
Number of Shares
46,648
Previous 128,355 63.66%
Holding current value
$1.17 Billion
Previous $3.25 Billion 64.02%
% of portfolio
0.55%
Previous 1.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-81,707 Reduced 63.66%
46,648 $1.17 Billion
Q1 2025

May 14, 2025
BUY
N/A
543 Added 0.42%
128,355 $3.25 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
2,660 Added 2.13%
127,812 $3.29 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
6,722 Added 5.68%
125,152 $3.3 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
13,962 Added 13.36%
118,430 $3.07 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
104,468 New
104,468 $2.74 Billion
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