Next Level Wealth Planning, LLC Vanguard Russell 1000 ETF Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 1,904 shares of VONE stock, worth $544,981. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,904
Previous 1,593
19.52%
Holding current value
$544,981
Previous $404 Million
32.24%
% of portfolio
0.34%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding VONE
# of Institutions
345Shares Held
11.2MCall Options Held
1.6KPut Options Held
200-
Morgan Stanley New York, NY889KShares$254 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN772KShares$221 Million0.05% of portfolio
-
Ubs Group Ag674KShares$193 Million0.03% of portfolio
-
Red Cedar Investment Management, LLC588KShares$168 Million20.9% of portfolio
-
Bank Of America Corp Charlotte, NC573KShares$164 Million0.01% of portfolio