Envision Financial Planning, LLC Invesco Exchange Self Ind Tr Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

A detailed history of Envision Financial Planning, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 180,857 shares of BSMU stock, worth $3.86 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

180,857

Previous 179,520 0.74%

Holding current value

$3.86 Million

Previous $3.9 Billion 0.1%

% of portfolio

1.99%

Previous 2.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.49 - $22.03 $28,732 - $29,454	1,337 Added 0.74%	180,857 $3.9 Billion
Q4 2024 Feb 13, 2025	SELL	$21.63 - $22.25 $323,173 - $332,437	-14,941 Reduced 7.68%	179,520 $3.9 Billion
Q3 2024 Nov 07, 2024	BUY	$21.72 - $22.21 $97,392 - $99,589	4,484 Added 2.36%	194,461 $4.31 Billion
Q2 2024 Jul 30, 2024	BUY	$21.53 - $22.05 $275,411 - $282,063	12,792 Added 7.22%	189,977 $4.14 Billion
Q1 2024 Apr 30, 2024	BUY	$22.1 - $22.43 $314,527 - $319,223	14,232 Added 8.73%	177,185 $3.92 Billion
Q4 2023 Jan 23, 2024	BUY	$20.62 - $22.45 $222,572 - $242,325	10,794 Added 7.09%	162,953 $3.65 Billion
Q3 2023 Nov 02, 2023	BUY	$20.89 - $22.11 $3.18 Million - $3.36 Million	152,159 New	152,159 $3.18 Billion

Others Institutions Holding BSMU

# of Institutions

Shares Held

5.38M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE SELF-IND TR

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Envision Financial Planning, LLC Invesco Exchange Self Ind Tr Transaction History