Next Level Wealth Planning, LLC Pacer Fds Tr Benchmark Indl Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Pacer Fds Tr Benchmark Indl stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 14,132 shares of INDS stock, worth $508,610. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,132
Previous 14,467
2.32%
Holding current value
$508,610
Previous $535 Million
2.25%
% of portfolio
0.33%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding INDS
# of Institutions
67Shares Held
2.38MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC365KShares$13.1 Million0.02% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA293KShares$10.6 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC217KShares$7.83 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO177KShares$6.38 Million0.0% of portfolio
-
Morgan Stanley New York, NY168KShares$6.05 Million0.0% of portfolio