Next Level Wealth Planning, LLC Vanguard Consumer Staples ETF Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 1,023 shares of VDC stock, worth $223,382. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,023Holding current value
$223,382% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VDC
# of Institutions
654Shares Held
15.7MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$742 Million0.06% of portfolio
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Wellspring Financial Advisors, LLC Cleveland, OH792KShares$173 Million0.18% of portfolio
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Beacon Capital Management, Inc.731KShares$160 Million6.88% of portfolio
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Lpl Financial LLC Fort Mill, SC689KShares$150 Million0.07% of portfolio
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Morgan Stanley New York, NY657KShares$144 Million0.01% of portfolio