Next Level Wealth Planning, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 9,119 shares of SPBO stock, worth $266,821. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,119
Previous 9,029
1.0%
Holding current value
$266,821
Previous $262 Million
1.67%
% of portfolio
0.17%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SPBO
# of Institutions
175Shares Held
40.6MCall Options Held
17.2KPut Options Held
12.2K-
Ameriprise Financial Inc Minneapolis, MN6.55MShares$192 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.02MShares$88.4 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$77 Million0.01% of portfolio
-
St Germain D J CO Inc Springfield, MA2.3MShares$67.3 Million3.02% of portfolio
-
Cx Institutional1.68MShares$49.1 Million1.71% of portfolio