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

Envision Financial Planning, LLC

170,095

Previous 167,494 1.55%

$4.18 Billion

Previous $4.2 Billion 0.43%

2.13%

Previous 2.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	N/A	2,601 Added 1.55%	170,095 $4.18 Billion
Q4 2024 Feb 13, 2025	BUY	N/A	3,317 Added 2.02%	167,494 $4.2 Billion
Q3 2024 Nov 07, 2024	BUY	N/A	3,984 Added 2.49%	164,177 $4.21 Billion
Q2 2024 Jul 30, 2024	BUY	N/A	15,352 Added 10.6%	160,193 $4.04 Billion
Q1 2024 Apr 30, 2024	BUY	N/A	14,947 Added 11.51%	144,841 $3.7 Billion
Q4 2023 Jan 23, 2024	BUY	N/A	14,651 Added 12.71%	129,894 $3.39 Billion
Q3 2023 Nov 02, 2023	BUY	N/A	115,243 New	115,243 $2.76 Billion

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