Envision Financial LLC

Q2 2025 13F Holdings

Location
Brookfield, WI
Holdings as of
6/30/2025
Value ($000)
$149,981
Num holdings
45
Date filed
7/10/2025
Form type
13F-HR
Prev filing
4/22/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type