Next Level Wealth Planning’s Critical Metals Corp CRML Stock Holding History

Next Level Wealth Planning’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52K	Buy	+210	New	+$1.49K	﹤0.01%	476

Other funds holding CRML

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Next Level Wealth Planning's CRML Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Critical Metals Corp (CRML) in Q3 2026: 210 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

77 funds tracked by Wall St. Rank hold CRML as of Q3 2026.

Next Level Wealth Planning held 210 shares of Critical Metals Corp worth $1.52K as of Q3 2026.
Critical Metals Corp was a new Next Level Wealth Planning position in Q3 2026.
Critical Metals Corp made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #476 holding.
77 funds tracked by Wall St. Rank held Critical Metals Corp as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.