Envision Financial Planning, LLC AMERICAN CENTY ETF TR Transaction History

Envision Financial Planning, LLC

  • $196 Billion
  • Q1 2025
Number of Shares
133,040
Previous 94,288 41.1%
Holding current value
$8.25 Billion
Previous $6.13 Billion 34.56%
% of portfolio
4.2%
Previous 3.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
38,752 Added 41.1%
133,040 $8.25 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
1,114 Added 1.2%
94,288 $6.13 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
93,174 New
93,174 $5.99 Billion
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