Next Level Wealth Planning, LLC Vanguard Consumer Staples ETF Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 1,023 shares of VDC stock, worth $230,082. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,023Holding current value
$230,082% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VDC
# of Institutions
666Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$774 Million0.06% of portfolio
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Wellspring Financial Advisors, LLC Cleveland, OH792KShares$178 Million0.16% of portfolio
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Beacon Capital Management, Inc.714KShares$161 Million6.76% of portfolio
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Lpl Financial LLC Fort Mill, SC704KShares$158 Million0.06% of portfolio
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Morgan Stanley New York, NY618KShares$139 Million0.01% of portfolio