Next Level Wealth Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 10,738 shares of IJH stock, worth $651,903. This represents 0.47% of its overall portfolio holdings.
Number of Shares
10,738
Previous 10,737
0.01%
Holding current value
$651,903
Previous $669 Million
6.34%
% of portfolio
0.47%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,672Shares Held
1.17BCall Options Held
634KPut Options Held
150K-
Northwestern Mutual Wealth Management CO114MShares$6.93 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$4.22 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$3.05 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.28 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.24 Billion0.16% of portfolio