Envision Financial Planning, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$190M
Signature - Title
Jordan Green - Counsel
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Envision Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Envision Financial Planning, LLC reported 36 stock holdings with total value $190M as of Q3 2024. Top holdings included DFAU, IBDY, GOVT, IBDW, and DUHP.
Holdings Value