Level Wealth Management LLC Vanguard Information Technolog Transaction History
Level Wealth Management LLC
- $190 Billion
- Q3 2025
A detailed history of Level Wealth Management LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Level Wealth Management LLC holds 1,801 shares of VGT stock, worth $1.36 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
1,801
Previous 2,313
22.14%
Holding current value
$1.36 Million
Previous $1.53 Billion
12.35%
% of portfolio
0.71%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding VGT
# of Institutions
2,085Shares Held
55.1MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio