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  Name: Envision Financial Planning LLC
  City: MEMPHIS
  State: TN
  Zip: 38137
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,609,000
  Total Value Change : $9,434,000
  Securities Held Change : -2
   
All Securities Held : 28
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 19
  Unchanged Positions : 1
  Decreased Positions : 5

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Holdings Found : 1     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 24 - $45.82 $218,000 5,192 0.18% 15,000 0 0    Closed - End Fund - E...

      1 Records Found
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