Envision Financial Planning, LLC ISHARES TR Transaction History

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025
Number of Shares
54,406
Previous 53,568 1.56%
Holding current value
$1.37 Billion
Previous $1.34 Billion 2.33%
% of portfolio
0.64%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email