Envision Financial Planning, LLC ISHARES TR Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
46,471
Previous 54,406 14.58%
Holding current value
$1.19 Billion
Previous $1.37 Billion 13.57%
% of portfolio
0.5%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-7,935 Reduced 14.58%
46,471 $1.19 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
838 Added 1.56%
54,406 $1.37 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
53,568 New
53,568 $1.34 Billion
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