Envision Financial LLC

Q4 2024 13F Holdings

Location
Brookfield, WI
Holdings as of
12/31/2024
Value ($000)
$124,753
Num holdings
38
Date filed
4/22/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
4/22/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type