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

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024
Number of Shares
160,193
Previous 144,841 10.6%
Holding current value
$4.04 Billion
Previous $3.7 Billion 9.28%
% of portfolio
3.08%
Previous 2.98%

Shares

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