Next Level Wealth Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 11,758 shares of SPLG stock, worth $913,949. This represents 0.55% of its overall portfolio holdings.
Number of Shares
11,758
Previous 11,758
-0.0%
Holding current value
$913,949
Previous $773 Million
10.54%
% of portfolio
0.55%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,498Shares Held
747MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.74 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.62 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.48 Billion1.15% of portfolio
-
Jones Financial Companies Lllp44.2MShares$3.44 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.23 Billion19.64% of portfolio