Next Level Wealth Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 4,892 shares of VYM stock, worth $645,156. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,892Holding current value
$645,156% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,834Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
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Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
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Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.4MShares$712 Million0.32% of portfolio
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Envestnet Asset Management Inc5.03MShares$663 Million0.21% of portfolio