Envision Financial Planning, LLC Purchases in Q4 2024

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
53.6K
New
N/A
53.6K $1.34B
CGMU
Capital Group Core Plus Income
38.4K
New
N/A
38.4K $1.03B
IP
International Paper CO

Consumer Cyclical
16.7K
New
$46.64 - $59.57 $777K - $992K
16.7K $897M
DFAU
Dimensional ETF Tr

ETFs
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
MSFT
Microsoft Corp

Technology
639
New
$406.35 - $454.46 $260K - $290K
639 $269M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.7K
+ 3.83%
$22.39 - $23.45 $553K - $579K
669K $15.4B
GOOGL
Alphabet Inc.

Communication Services
1.33K
New
$161.86 - $196.66 $215K - $261K
1.33K $251M
FHN
First Horizon Corp

Financial Services
12.1K
New
$14.91 - $21.42 $181K - $260K
12.1K $244M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.13K
+ 118.14%
$77.02 - $78.58 $241K - $246K
5.77K $446M
WMT
Walmart Inc.

Consumer Defensive
2.36K
New
$79.1 - $95.7 $187K - $226K
2.36K $213M
SPY
Spdr S&P 500 ETF Trust

ETFs
345
New
$567.81 - $607.81 $196K - $210K
345 $202M
IVV
Ishares Core S&P 500 ETF

ETFs
342
New
$570.51 - $610.59 $195K - $209K
342 $201M
American Centy ETF Tr
1.11K
+ 1.2%
N/A
94.3K $6.13B
AAPL
Apple Inc.

Technology
340
+ 28.43%
$221.69 - $259.02 $75.4K - $88.1K
1.54K $385M
DFAS
Dimensional ETF Tr U S Small C

ETFs
749
+ 0.53%
$63.58 - $71.15 $47.6K - $53.3K
142K $9.26B
PSEC
Prospect Capital Corp

Financial Services
13K
New
$4.16 - $5.34 $54.1K - $69.4K
13K $56M
VTI
Vanguard Total Stock Market Et

ETFs
119
+ 4.04%
$280.04 - $302.45 $33.3K - $36K
3.06K $887M
XLV
Select Sector Spdr Fund Health

ETFs
2.33K
+ 13.62%
$136.28 - $154.74 $317K - $360K
19.4K $2.67B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
688
+ 11.56%
$47.65 - $48.6 $32.8K - $33.4K
6.64K $317M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4.71K
+ 2.34%
$20.78 - $21.38 $98K - $101K
207K $4.32B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.76K
+ 4.79%
$44.87 - $46.86 $169K - $176K
82.3K $3.69B
DFSU
Dimensional ETF Tr Dimen Us Su
275
+ 2.53%
N/A
11.1K $422M
IAU
Ishares Gold Trust

ETFs
338
+ 6.51%
$48.37 - $52.65 $16.3K - $17.8K
5.53K $274M
IBMP
Ishares Tr Ibonds December 202

ETFs
1.41K
+ 1.97%
$25.08 - $25.43 $35.4K - $35.9K
73.2K $1.84B
Dimensional ETF Trust
116
+ 3.42%
N/A
3.51K $219M
Invesco Exch Trd Slf Idx Fd
3.32K
+ 2.02%
N/A
167K $4.2B
Invesco Exch Trd Slf Idx Fd
2.66K
+ 2.13%
N/A
128K $3.29B
CGDV
Capital Group Divid Value ETF

ETFs
43
+ 0.45%
$35.16 - $37.12 $1.51K - $1.6K
9.67K $341M
DFSI
Dimensional ETF Tr Dimen Intl
238
+ 3.48%
N/A
7.08K $233M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.7K
+ 2.48%
$22.71 - $23.47 $266K - $275K
485K $11B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
21.1K
+ 3.19%
$20.28 - $21.2 $427K - $447K
681K $13.9B
DFAI
Dimensional ETF Tr

ETFs
21.5K
+ 5.76%
$29.0 - $31.6 $623K - $679K
395K $11.5B
Ishares Tr
18.1K
+ 2.94%
N/A
634K $15.9B
DIHP
Dimensional ETF Tr Dimensional

ETFs
12.8K
+ 3.46%
$25.15 - $27.57 $322K - $353K
383K $9.67B
DFAE
Dimensional ETF Tr

ETFs
9.13K
+ 1.91%
$25.36 - $28.15 $232K - $257K
487K $12.4B
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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