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

Next Level Wealth Planning, LLC currently holds 2.1K shares with a market value of $1.4M. It started holding IVV on 2024-12-31. At its peak, it held 2.4K shares on 2025-09-30. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 2.1K shares on 2025-12-31, with a value of $1.3M on 2024-12-31. In the recent 180 days, Next Level Wealth Planning, LLC has decreased its shares by 266. In the recent year, Next Level Wealth Planning, LLC has decreased its shares by 192.