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Next Level Wealth Planning, LLC → CRDO

Next Level Wealth Planning, LLC CRDO Position History

Credo Technology Group Holding Ltd • Technology

Quarters held
6
Latest value
$170K
Q3 2026
Peak value
$22.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$19.7M
Q1 2026$20.8M
Q2 2026$22.9M
Q3 2026$20.7M
Q3 2026$2.5M
Q3 2026$170K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$170K4.1K——
Q3 2026$2.5M61.5K——
Q3 2026$20.7M500.4K——
Q2 2026$22.9M554.9K——
Q1 2026$20.8M533.2K——
Q4 2025$19.7M516.6K——

Other funds holding CRDO

Other Next Level Wealth Planning, LLC positions

VGES

VANGUARD INDEX FDS

$66.9M
VGES

VANGUARD INDEX FDS

$60.4M
VGES

VANGUARD INDEX FDS

$58.5M
VGES

VANGUARD INDEX FDS

$56.9M
VGES

VANGUARD INDEX FDS

$21.4M
VGES

VANGUARD INDEX FDS

$20M
VGES

VANGUARD INDEX FDS

$18.2M
VGES

VANGUARD INDEX FDS

$17.9M