Next Level Wealth Planning, LLC Purchases and Sells in Q1 2025

Next Level Wealth Planning, LLC

  • $132 Billion
  • Q1 2025

Top Buys

Incresed Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
72.3K
+ 22.23%
$28.88 - $32.4 $2.09M - $2.34M
397K $12.4B
21.2K
+ 6.49%
$27.01 - $28.54 $573K - $606K
348K $9.74B
3.28K
+ 6.87%
$251.87 - $277.95 $825K - $911K
51K $13.2B
4.64K
+ 6.05%
$507.05 - $563.67 $2.35M - $2.61M
81.3K $41.8B
1.58K
+ 32.38%
$126.11 - $135.06 $200K - $214K
6.48K $835M
44
+ 5.12%
$442.66 - $534.52 $19.5K - $23.5K
904 $481M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
1.2K
New
$551.42 - $612.93 $663K - $737K
1.2K $673M
5.59K
New
$105.44 - $118.93 $589K - $664K
5.59K $664M
9.25K
New
$49.69 - $50.76 $460K - $469K
9.25K $462M
1.59K
New
$250.16 - $278.79 $399K - $444K
1.59K $404M
741
New
$369.1 - $427.61 $274K - $317K
741 $275M
11.7K
New
$23.32 - $23.84 $273K - $279K
11.7K $274M
View all

Top Sells

Reduced Positions

12 operations
Stock Shares change Price Range Shares Held Trade History
-19.4K
- 19.02%
$56.51 - $62.98 $1.09M - $1.22M
82.5K $5B
-772
- 8.3%
$106.98 - $149.43 $82.6K - $115K
8.53K $925M
-100
- 1.16%
$209.68 - $247.1 $21K - $24.7K
8.5K $1.89B
-270
- 7.13%
$190.26 - $242.06 $51.4K - $65.4K
3.52K $669M
-1.64K
- 28.41%
$48.41 - $64.3 $79.5K - $106K
4.14K $200M
-20
- 1.04%
$165.25 - $224.62 $3.31K - $4.49K
1.9K $315M
View all
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email