Envision Financial Planning, LLC's ownership history for CGDV

Envision Financial Planning, LLC currently holds 9.8K shares with a market value of $416.4K. It started holding CGDV on 2024-09-30. At its peak, it held 9.8K shares on 2025-12-31. Its highest holding value was $427.1K on 2025-12-31. At its lowest, it held 9.6K shares on 2024-09-30, with a value of $340.9K on 2024-12-31. In the recent 180 days, Envision Financial Planning, LLC has increased its shares by 57. In the recent year, Envision Financial Planning, LLC has increased its shares by 118.