Envision Financial Planning, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
141,704
Previous 104,744 35.29%
Holding current value
$4.27 Billion
Previous $3 Billion 42.43%
% of portfolio
1.81%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
36,960 Added 35.29%
141,704 $4.27 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
21,646 Added 26.05%
104,744 $3 Billion
Q1 2025

May 14, 2025
BUY
N/A
25,984 Added 45.49%
83,098 $2.25 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
27,775 Added 94.67%
57,114 $1.52 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
29,339 New
29,339 $800 Million
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