Next Level Wealth Planning, LLC Vanguard Ftse All World Ex Us Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 82,455 shares of VEU stock, worth $5.38 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
82,455
Previous 101,818
19.02%
Holding current value
$5.38 Million
Previous $5.85 Billion
14.43%
% of portfolio
3.79%
Previous 4.6%
Shares
2 transactions
Others Institutions Holding VEU
# of Institutions
1,434Shares Held
321MCall Options Held
26.9KPut Options Held
72.7K-
Morgan Stanley New York, NY21.5MShares$1.41 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC20MShares$1.3 Billion0.1% of portfolio
-
Northern Trust Corp Chicago, IL15.7MShares$1.03 Billion0.14% of portfolio
-
Envestnet Asset Management Inc9.82MShares$640 Million0.2% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ8.28MShares$540 Million9.86% of portfolio