Next Level Wealth Planning, LLC Vanguard Russell 1000 ETF Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 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 1,904 shares of VONE stock, worth $581,348. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,904
Previous 1,593
19.52%
Holding current value
$581,348
Previous $404 Million
32.24%
% of portfolio
0.34%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding VONE
# of Institutions
365Shares Held
11.8MCall Options Held
1.6KPut Options Held
200-
Morgan Stanley New York, NY1.13MShares$344 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN787KShares$240 Million0.06% of portfolio
-
Ubs Group Ag786KShares$240 Million0.04% of portfolio
-
Red Cedar Investment Management, LLC561KShares$171 Million20.21% of portfolio
-
Stifel Financial Corp St. Louis, MO417KShares$127 Million0.12% of portfolio