Next Level Wealth Planning, LLC Ishares Tr Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 6,243 shares of IEFA stock, worth $549,508. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,243
Previous 7,808 20.04%
Holding current value
$549,508
Previous $591 Million 11.77%
% of portfolio
0.33%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$67.83 - $84.09 $106,153 - $131,600
-1,565 Reduced 20.04%
6,243 $521 Million
Q1 2025

May 06, 2025
BUY
$69.57 - $78.65 $25,949 - $29,336
373 Added 5.02%
7,808 $591 Million
Q4 2024

Jan 30, 2025
BUY
$70.06 - $77.43 $520,896 - $575,692
7,435 New
7,435 $523 Million

Others Institutions Holding IEFA

# of Institutions
2,367
Shares Held
1.56B
Call Options Held
108K
Put Options Held
37.6K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email