Envision Financial Planning, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025
Number of Shares
104,744
Previous 83,098 26.05%
Holding current value
$3 Billion
Previous $2.25 Billion 32.95%
% of portfolio
1.4%
Previous 1.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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