Envision Financial Planning, LLC Invesco Exchange Self Ind Tr Transaction History

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 2024

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 177,185 shares of BSMU stock, worth $3.87 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
177,185
Previous 162,953 8.73%
Holding current value
$3.87 Million
Previous $3.65 Billion 7.28%
% of portfolio
3.16%
Previous 3.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
50
Shares Held
2.57M
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
  • Industry ETFs
More about BSMU
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