Next Level Wealth Planning, LLC Ishares Core S&P Total U.S. St Transaction History
Next Level Wealth Planning, LLC
- $188 Billion
- Q4 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 1,361 shares of ITOT stock, worth $199,182. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,361Holding current value
$199,182% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,734Shares Held
336MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
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Wealthfront Advisers LLC11.6MShares$1.7 Billion3.91% of portfolio
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Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
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Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio