Envision Financial Planning, LLC CAPITAL GROUP CONSERVATIVE E Transaction History
Envision Financial Planning, LLC
- $196 Billion
- Q1 2025
Number of Shares
83,098
Previous 57,114
45.49%
Holding current value
$2.25 Billion
Previous $1.52 Billion
48.65%
% of portfolio
1.15%
Previous 0.78%