Envision Financial Planning, LLC's ownership history for IBDW

Envision Financial Planning, LLC currently holds 845.9K shares with a market value of $18.0M. It started holding IBDW on 2024-09-30. At its peak, it held 845.9K shares on 2025-09-30. Its highest holding value was $18.0M on 2025-09-30. At its lowest, it held 660.4K shares on 2024-09-30, with a value of $13.9M on 2024-12-31. In the recent 180 days, Envision Financial Planning, LLC has increased its shares by 147.9K. In the recent year, Envision Financial Planning, LLC has increased its shares by 185.5K.