Number of Shares
94,789
Previous 60,497 56.68%
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
34,292 Added 56.68%
94,789 $0
Q1 2024

Apr 19, 2024

BUY
N/A
31,712 Added 110.17%
60,497 $0
Q4 2023

Jan 22, 2024

BUY
N/A
14,903 Added 107.35%
28,785 $0
Q3 2023

Oct 18, 2023

BUY
N/A
5,012 Added 56.51%
13,882 $0
Q2 2023

Jul 14, 2023

BUY
N/A
6,726 Added 313.71%
8,870 $0
Q1 2023

Apr 10, 2023

BUY
N/A
2,144 New
2,144 $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.