Envision Financial Planning, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 2024

A detailed history of Envision Financial Planning, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 183,976 shares of BSMV stock, worth $3.86 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
183,976
Previous 167,992 9.51%
Holding current value
$3.86 Million
Previous $3.64 Billion 7.84%
% of portfolio
3.17%
Previous 3.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$21.24 - $21.67 $339,500 - $346,373
15,984 Added 9.51%
183,976 $3.92 Billion
Q4 2023

Jan 23, 2024
BUY
$19.7 - $21.68 $188,824 - $207,802
9,585 Added 6.05%
167,992 $3.64 Billion
Q3 2023

Nov 02, 2023
BUY
$20.01 - $21.29 $3.17 Million - $3.37 Million
158,407 New
158,407 $3.17 Billion

Others Institutions Holding BSMV

# of Institutions
38
Shares Held
1.98M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF SELF-INDEXED FD TR

BSMV Quotes by TradingView
  • Ticker BSMV
  • Sector ETFs
  • Industry ETFs
More about BSMV
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