Next Level Wealth Planning, LLC Vanguard Mid Cap ETF Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 47,676 shares of VO stock, worth $12.9 Million. This represents 9.91% of its overall portfolio holdings.
Number of Shares
47,676Holding current value
$12.9 Million% of portfolio
9.91%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,293Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
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Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
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Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
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Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
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Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio