Envision Financial Planning, LLC Purchases and Sells in Q4 2024

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
10.8K
+ 2.11%
$39.27 - $42.38 $423K - $457K
522K $21.2B
CAPITAL GROUP CONSERVATIVE E
27.8K
+ 94.67%
N/A
57.1K $1.52B
24.7K
+ 3.83%
$22.39 - $23.45 $553K - $579K
669K $15.4B
3.13K
+ 118.14%
$77.02 - $78.58 $241K - $246K
5.77K $446M
10.3K
+ 2.57%
$33.62 - $35.69 $346K - $368K
411K $13.9B
AMERICAN CENTY ETF TR
1.11K
+ 1.2%
N/A
94.3K $6.13B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
ISHARES TR
53.6K
New
N/A
53.6K $1.34B
38.4K
New
N/A
38.4K $1.03B
16.7K
New
$46.64 - $59.57 $777K - $992K
16.7K $897M
639
New
$406.35 - $454.46 $260K - $290K
639 $269M
1.33K
New
$161.86 - $196.66 $215K - $261K
1.33K $251M
12.1K
New
$14.91 - $21.42 $181K - $260K
12.1K $244M
View all

Top Sells

Reduced Positions

9 operations
Stock Shares change Price Range Shares Held Trade History
-40.7K
- 30.18%
$25.06 - $25.59 $1.02M - $1.04M
94.2K $2.37B
-14.9K
- 7.68%
$21.63 - $22.25 $323K - $332K
180K $3.9B
-3.1K
- 16.9%
$58.02 - $58.88 $180K - $183K
15.3K $887M
-200
- 5.52%
$115.78 - $167.74 $23.2K - $33.5K
3.42K $399M
-1.56K
- 5.65%
$25.61 - $28.0 $39.9K - $43.7K
26K $673M
DIMENSIONAL ETF TRUST
-236
- 0.24%
N/A
96.1K $2.89B
View all
Activity Summary
Buys All Purchases 37 New Holdings 10 Increased Positions 27 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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