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

Next Level Wealth Planning, LLC currently holds 22.6K shares with a market value of $143.3K. It started holding USA on 2024-12-31. At its peak, it held 22.6K shares on 2025-03-31. Its highest holding value was $153.9K on 2025-06-30. At its lowest, it held 22.1K shares on 2024-12-31, with a value of $143.3K on 2025-09-30. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 0.