Next Level Wealth Planning’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$154K	Hold
2025 Q1	$148K	Buy
2024 Q4	$153K	Buy