Envision Financial Planning, LLC Purchases and Sells in Q1 2024

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 2024

Top Buys

Incresed Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
10.3K
+ 2.45%
$32.59 - $36.54 $335K - $376K
431K $15.7B
55.5K
+ 15.75%
$22.74 - $24.88 $1.26M - $1.38M
408K $10.1B
17.9K
+ 15.66%
$28.16 - $31.61 $503K - $565K
132K $4.17B
11.6K
+ 3.88%
$27.74 - $30.27 $323K - $352K
312K $9.42B
ISHARES TR
38.8K
+ 7.23%
N/A
575K $14.7B
23.6K
+ 22.56%
$24.77 - $26.98 $584K - $636K
128K $3.45B
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
INVESCO EXCHNG TRAD SLF INDE
104K
New
N/A
104K $2.74B
1.68K
New
$113.24 - $131.95 $190K - $222K
1.68K $222M
507
New
$367.75 - $429.37 $186K - $218K
507 $213M

Top Sells

Reduced Positions

5 operations
Stock Shares change Price Range Shares Held Trade History
-26.2K
- 28.81%
$25.17 - $25.41 $658K - $665K
64.7K $1.63B
-1.04K
- 13.28%
$212.21 - $235.79 $221K - $246K
6.81K $1.6B
-149
- 10.42%
$169.0 - $195.18 $25.2K - $29.1K
1.28K $220M
-934
- 8.9%
$29.33 - $32.58 $27.4K - $30.4K
9.56K $311M
-945
- 0.56%
$50.79 - $56.98 $48K - $53.8K
169K $9.6B
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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