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


Next Level Wealth Planning, LLC currently holds 6.6K shares with a market value of $586.1K. It started holding IEFA on 2024-12-31. At its peak, it held 7.8K shares on 2025-03-31. Its highest holding value was $590.7K on 2025-03-31. At its lowest, it held 6.2K shares on 2025-06-30, with a value of $521.2K on 2025-06-30. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 309. In the recent year, Next Level Wealth Planning, LLC has decreased its shares by 883.


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