Envision Financial Planning, LLC Invesco Exchange Self Ind Tr Transaction History
Envision Financial Planning, LLC
- $214 Billion
- Q2 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 67,541 shares of BSMU stock, worth $1.46 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
67,541
Previous 180,857
62.66%
Holding current value
$1.46 Million
Previous $3.9 Billion
62.79%
% of portfolio
0.68%
Previous 1.99%
Shares
8 transactions
Others Institutions Holding BSMU
# of Institutions
87Shares Held
5.27MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA408KShares$8.84 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC399KShares$8.66 Million0.0% of portfolio
-
Confluence Investment Management LLC242KShares$5.24 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC231KShares$5.02 Million0.0% of portfolio
-
Atlantic Union Bankshares Corp179KShares$3.88 Million0.09% of portfolio