Envision Financial Planning, LLC's ownership history for CGMU

Envision Financial Planning, LLC currently holds 242.5K shares with a market value of $6.6M. It started holding CGMU on 2024-12-31. At its peak, it held 242.5K shares on 2026-03-31. Its highest holding value was $6.6M on 2026-03-31. At its lowest, it held 38.4K shares on 2024-12-31, with a value of $1.0M on 2024-12-31. In the recent 180 days, Envision Financial Planning, LLC has increased its shares by 26.9K. In the recent year, Envision Financial Planning, LLC has increased its shares by 202.4K.