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

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025
Number of Shares
55,201
Previous 170,095 67.55%
Holding current value
$1.35 Billion
Previous $4.18 Billion 67.7%
% of portfolio
0.63%
Previous 2.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-114,894 Reduced 67.55%
55,201 $1.35 Billion
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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