Number of Shares
275,383
Previous 196,237 40.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
N/A
79,146 Added 40.33%
275,383 $0
Q1 2024

Apr 19, 2024

BUY
N/A
82,571 Added 72.64%
196,237 $0
Q4 2023

Jan 22, 2024

BUY
N/A
63,643 Added 127.23%
113,666 $0
Q3 2023

Oct 18, 2023

BUY
N/A
16,553 Added 49.46%
50,023 $0
Q2 2023

Jul 14, 2023

BUY
N/A
15,530 Added 86.57%
33,470 $0
Q1 2023

Apr 10, 2023

BUY
N/A
17,940 New
17,940 $0
Track This Portfolio

Track Level Financial Advisors, Inc. Portfolio

Follow Level Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.