Next Level Wealth Planning, LLC Ishares Core S&P 500 ETF Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 2,285 shares of IVV stock, worth $1.36 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
2,285Holding current value
$1.36 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
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Envestnet Asset Management Inc33.5MShares$19.9 Billion6.55% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$18.1 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$16.6 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$14 Billion17.72% of portfolio