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 $42.6 Million. This represents 32.49% of its overall portfolio holdings.
Number of Shares
76,639Holding current value
$42.6 Million% of portfolio
32.49%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,257Shares Held
406MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.7 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.3 Billion1.03% of portfolio
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Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$13 Billion7.64% of portfolio
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Morgan Stanley New York, NY22MShares$12.3 Billion0.86% of portfolio