Level Financial Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
370Shares Held
15.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.2 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.8 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$25 Million0.89% of portfolio