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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$154K Hold
22,605
– – 0.1% 54
2025
Q1 		$148K Buy
22,605
+555
+3% +$3.64K 0.11% 49
2024
Q4 		$153K Buy
+22,050
New +$153K 0.12% 43