Level Financial Advisors, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History

Level Financial Advisors, Inc.

$271 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	BUY	$18.34 - $19.25 $8,583 - $9,009	468 New	468 $0

Others Institutions Holding BSCR

# of Institutions

367

Shares Held

140M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

29.1M
Shares

$571 Million
2.38% of portfolio
Morgan Stanley New York, NY

8.65M
Shares

$169 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

5.94M
Shares

$116 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.03M
Shares

$98.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

4.76M
Shares

$93.1 Million
0.01% of portfolio

About INVESCO ET SELF IDXD FD TR BUL

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