Next Level Wealth Planning, LLC Purchases and Sells in Q3 2025

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

Top Buys

Incresed Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
4.29K
+ 4.95%
$567.77 - $614.76 $2.43M - $2.64M
90.9K $55.7B
32.8K
+ 7.0%
$34.05 - $36.55 $1.12M - $1.2M
502K $18.3B
3.38K
+ 5.97%
$279.83 - $293.74 $946K - $993K
60K $17.6B
19.6K
+ 4.63%
$28.92 - $32.19 $568K - $632K
444K $14.2B
6K
+ 6.76%
$108.46 - $120.63 $650K - $723K
94.7K $11.2B
657
+ 1.44%
$303.93 - $329.86 $200K - $217K
46.3K $15.2B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
2.23K
New
$115.16 - $132.15 $256K - $294K
2.23K $294M
6.98K
New
$39.4 - $42.1 $275K - $294K
6.98K $292M
11.4K
New
$24.14 - $24.34 $274K - $277K
11.4K $277M
4.28K
New
$52.42 - $55.71 $224K - $239K
4.28K $239M
1.13K
New
$155.17 - $185.42 $176K - $210K
1.13K $210M
791
New
$239.12 - $259.95 $189K - $206K
791 $205M
View all

Top Sells

Reduced Positions

11 operations
Stock Shares change Price Range Shares Held Trade History
-44
- 19.13%
$1147.87 - $1297.18 $50.5K - $57.1K
186 $223M
-73
- 1.87%
$60.95 - $75.26 $4.45K - $5.49K
3.83K $246M
-31
- 2.69%
$332.09 - $358.86 $10.3K - $11.1K
1.12K $383M
-70
- 7.85%
$459.11 - $506.91 $32.1K - $35.5K
822 $413M
-150
- 2.11%
$62.09 - $66.51 $9.31K - $9.98K
6.97K $455M
-27
- 4.08%
$433.97 - $484.08 $11.7K - $13.1K
634 $304M
View all
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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