Level Wealth Management LLC Purchases and Sells in Q2 2025

Level Wealth Management LLC

$172 Billion
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	91.1K + 1777.69%	$108.12 - $135.04 $9.85M - $12.3M	96.3K $13B
MUB	33.4K + 303.06%	$102.31 - $105.8 $3.42M - $3.53M	44.4K $4.64B
IEFA	39.3K + 1444.69%	$67.83 - $84.09 $2.66M - $3.3M	42K $3.51B
BND	14.8K + 4.08%	$72.02 - $73.82 $1.07M - $1.09M	378K $27.8B
BNDX	11.9K + 14.58%	$48.77 - $49.55 $580K - $590K	93.5K $4.63B
BSV	7.12K + 26.82%	$77.74 - $78.78 $553K - $561K	33.7K $2.65B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPEM	27.2K New	$34.72 - $42.74 $945K - $1.16M	27.2K $1.16B
ORCL	3.77K New	$122.82 - $218.63 $463K - $824K	3.77K $824M
IVW	4.88K New	$82.96 - $110.1 $405K - $537K	4.88K $537M
IVE	1.89K New	$168.34 - $195.42 $318K - $369K	1.89K $369M
IJH	5.45K New	$51.16 - $62.02 $279K - $338K	5.45K $338M
PCQ	38.7K New	$8.18 - $9.04 $317K - $350K	38.7K $333M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-34.3K - 18.88%	$243.75 - $303.93 $8.36M - $10.4M	147K $44.8B
VTEB	-52.9K - 26.21%	$48.13 - $49.85 $2.54M - $2.64M	149K $7.3B
VEA	-51.9K - 13.69%	$45.65 - $57.01 $2.37M - $2.96M	327K $18.7B
ISTB	-11.6K - 57.41%	$47.89 - $48.65 $555K - $563K	8.59K $418M
VWO	-16.4K - 11.25%	$39.89 - $49.46 $655K - $812K	129K $6.4B
V	-447 - 8.13%	$308.27 - $373.31 $138K - $167K	5.05K $1.79B

Activity Summary All Purchases 26 New Holdings 10 Increased Positions 16 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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