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

Next Level Wealth Planning, LLC currently holds 543 shares with a market value of $468.0K. It started holding COST on 2024-12-31. At its peak, it held 543 shares on 2025-12-31. Its highest holding value was $470.7K on 2025-09-30. At its lowest, it held 436 shares on 2025-06-30, with a value of $408.8K on 2024-12-31. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 107. In the recent year, Next Level Wealth Planning, LLC has increased its shares by 97.