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%

Shares

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