BFC Planning, Inc.’s Endovia Health Sciences, Inc. EDVA Stock Holding History

BFC Planning, Inc.’s Portfolio EDVA Stock Details EDVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26	Hold	150	–	–	﹤0.01%	3438
2026 Q2	$93	Hold	150	–	–	﹤0.01%	3353
2026 Q1	$216	Hold	150	–	–	﹤0.01%	2922
2025 Q4	$414	Buy	150 +125	+500%	+$749	﹤0.01%	2951
2025 Q3	$231	Buy	+25	New	+$218	﹤0.01%	2815
2025 Q2	–	Sell	-25	Closed	-$137	–	2822
2025 Q1	$137	Hold	25	–	–	﹤0.01%	2599
2024 Q4	$635	Hold	25	–	–	﹤0.01%	2464
2024 Q3	$994	Buy	+25	New	+$1.26K	﹤0.01%	2409

Other funds holding EDVA

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

BFC Planning, Inc.'s EDVA Position: Q3 2026 in Review

BFC Planning, Inc. held its Endovia Health Sciences, Inc. (EDVA) position steady in Q3 2026 at 150 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

BFC Planning, Inc. first reported a position in EDVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $994 in Q3 2024. 11 funds tracked by Wall St. Rank hold EDVA as of Q3 2026.

BFC Planning, Inc. held 150 shares of Endovia Health Sciences, Inc. worth $26 as of Q3 2026.
BFC Planning, Inc. left its Endovia Health Sciences, Inc. share count unchanged in Q3 2026.
Endovia Health Sciences, Inc. made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3438 holding.
BFC Planning, Inc. first reported a position in Endovia Health Sciences, Inc. in Q3 2024 and has held it in 8 quarters since.
BFC Planning, Inc.'s Endovia Health Sciences, Inc. position peaked at $994 in Q3 2024.
11 funds tracked by Wall St. Rank held Endovia Health Sciences, Inc. as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.