Next Level Wealth Planning, LLC SPY Holdings History
Next Level Wealth Planning, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 1,203.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $672,950.00. This investment constitutes 0.51% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2025Q1. And since then Next Level Wealth Planning, LLC has made 1 purchases of SPY, at an average price of $587.78, for a total of 1,203.00 shares. Based on historical transaction data and SPY's current price of $623.62, Next Level Wealth Planning, LLC's estimated gain on his SPY holdings is $43,115.52, reflecting a 6.10% gain to date.
Next Level Wealth Planning, LLC SPY ($623.62) Holding Chart
Next Level Wealth Planning, LLC SPY ($623.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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