Next Level Wealth Planning, LLC IVV Holdings History
Next Level Wealth Planning, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 2,433.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.37 Mil. This investment constitutes 1.04% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of IVV, at an average price of $592.13, for a total of 2,433.00 shares. Based on historical transaction data and IVV's current price of $624.99, Next Level Wealth Planning, LLC's estimated gain on his IVV holdings is $79,959.64, reflecting a 5.55% gain to date.
Next Level Wealth Planning, LLC IVV ($624.99) Holding Chart
Next Level Wealth Planning, LLC IVV ($624.99) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
