Envision Financial Planning, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024
Number of Shares
125,152
Previous 118,430 5.68%
Holding current value
$3.3 Billion
Previous $3.07 Billion 7.43%
% of portfolio
1.74%
Previous 2.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
N/A
6,722 Added 5.68%
125,152 $3.3 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
13,962 Added 13.36%
118,430 $3.07 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
104,468 New
104,468 $2.74 Billion
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