Next Level Wealth Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 76,639 shares of VOO stock, worth $39.5 Million. This represents 32.49% of its overall portfolio holdings.
Number of Shares
76,639Holding current value
$39.5 Million% of portfolio
32.49%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,539Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.8 Billion0.31% of portfolio
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Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.6 Billion5.4% of portfolio
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Bank Of America Corp Charlotte, NC23.9MShares$12.3 Billion1.1% of portfolio
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Jpmorgan Chase & CO New York, NY23.6MShares$12.2 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$12.1 Billion7.64% of portfolio