Level Financial Advisors, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding BSCQ
# of Institutions
388Shares Held
190MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA62.6MShares$1.22 Billion5.6% of portfolio
-
Ubs Group Ag10.3MShares$200 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.03MShares$137 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.93MShares$135 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.62MShares$110 Million0.05% of portfolio