Level Financial Advisors, Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	SELL	$29.85 - $31.38 $2,865 - $3,012	-96 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$31.08 - $31.92 $2,983 - $3,064	96 New	96 $3,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.3 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.8 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.4 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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