Investments: Envision Financial Planning, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
129.577.214 $+26.971.292 $102.605.922 $+9.295.667 $96.019.630 $+96.019.630 $
BANK OF AMERICA CORP /DE/BAC127.602.030 $+26.737.416 $100.864.614 $+9.075.587 $91.789.027 $+91.789.027 $
BlackRock, Inc.BLK2.709.375 $+2.709.375 $
NUCOR CORPNUE695.609 $+118.181 $577.428 $+23.818 $553.610 $+553.610 $
APPFOLIO INCAPPF509.513 $+59.283 $450.230 $+139.567 $310.663 $+310.663 $
ISHARES GOLD TRUSTIAU418.918 $+81.847 $337.071 $+48.219 $288.852 $+288.852 $
MICROSOFT CORPMSFT351.144 $-25.435 $376.579 $+8.476 $368.103 $+368.103 $
129.577.214 $+26.971.292 $102.605.922 $+9.295.667 $96.019.630 $+96.019.630 $
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