Next Level Wealth Planning, LLC Vanguard Information Technolog Transaction History
Next Level Wealth Planning, LLC
- $177 Billion
- Q3 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 351 shares of VGT stock, worth $265,447. This represents 0.15% of its overall portfolio holdings.
Number of Shares
351
Previous 341
2.93%
Holding current value
$265,447
Previous $226 Million
15.88%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VGT
# of Institutions
2,087Shares Held
55.2MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio