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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$20.97 - $21.71 $2.38 Million - $2.46 Million
-113,316 Reduced 62.66%
67,541 $1.45 Billion
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
87
Shares Held
5.29M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE SELF-IND TR

BSMU Quotes by TradingView
  • Ticker BSMU
  • Sector ETFs
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More about BSMU
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