Envision Financial Planning, LLC's ownership history for QUAL

Envision Financial Planning, LLC currently holds 1.8K shares with a market value of $353.7K. It started holding QUAL on 2025-06-30. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $366.3K on 2025-12-31. At its lowest, it held 1.8K shares on 2025-06-30, with a value of $337.1K on 2025-06-30. In the recent 180 days, Envision Financial Planning, LLC has increased its shares by 0.