Envision Financial Planning, LLC's ownership history for IBDW

Envision Financial Planning, LLC currently holds 611.5K shares with a market value of $12.9M. 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 611.5K shares on 2025-12-31, with a value of $12.9M on 2025-12-31. In the recent 180 days, Envision Financial Planning, LLC has decreased its shares by 112.4K. In the recent year, Envision Financial Planning, LLC has decreased its shares by 70.0K.