Next Level Wealth Planning, LLC's ownership history for CALF

Next Level Wealth Planning, LLC currently holds 5.9K shares with a market value of $258.4K. It started holding CALF on 2024-12-31. At its peak, it held 5.9K shares on 2025-06-30. Its highest holding value was $258.4K on 2025-09-30. At its lowest, it held 5.0K shares on 2024-12-31, with a value of $220.6K on 2024-12-31. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 889.