Next Level Wealth Planning, LLC Vanguard Russell 1000 ETF Transaction History
Next Level Wealth Planning, LLC
- $177 Billion
- Q3 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 2,052 shares of VONE stock, worth $624,238. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,052
Previous 1,904
7.77%
Holding current value
$624,238
Previous $535 Million
16.02%
% of portfolio
0.35%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VONE
# of Institutions
382Shares Held
11.8MCall Options Held
1.3KPut Options Held
0-
Morgan Stanley New York, NY1.16MShares$354 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN797KShares$242 Million0.06% of portfolio
-
Ubs Group Ag763KShares$232 Million0.04% of portfolio
-
Red Cedar Investment Management, LLC542KShares$165 Million19.64% of portfolio
-
Stifel Financial Corp St. Louis, MO439KShares$134 Million0.13% of portfolio