Next Level Wealth Planning, LLC Vanguard Growth ETF Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 741 shares of VUG stock, worth $280,312. This represents 0.21% of its overall portfolio holdings.
Number of Shares
741Holding current value
$280,312% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,674Shares Held
266MCall Options Held
319KPut Options Held
285K-
Bank Of America Corp Charlotte, NC48.5MShares$18.4 Billion1.48% of portfolio
-
Jones Financial Companies Lllp31.7MShares$12 Billion3.95% of portfolio
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Morgan Stanley New York, NY14MShares$5.3 Billion0.38% of portfolio
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Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$2.76 Billion5.82% of portfolio