Next Level Wealth Planning, LLC Vanguard Mid Cap ETF Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 50,953 shares of VO stock, worth $13.8 Million. This represents 9.98% of its overall portfolio holdings.
Number of Shares
50,953
Previous 47,676
6.87%
Holding current value
$13.8 Million
Previous $12.6 Billion
4.64%
% of portfolio
9.98%
Previous 9.91%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,350Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio