Level Financial Advisors, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Level Financial Advisors, Inc.

  • $297 Million
  • Q2 2025
Number of Shares
98,584
Previous 96,314 2.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
2,270 Added 2.36%
98,584 $0
Q1 2025

Apr 10, 2025
BUY
N/A
192 Added 0.2%
96,314 $0
Q4 2024

Jan 22, 2025
BUY
N/A
2,402 Added 2.56%
96,122 $0
Q3 2024

Oct 10, 2024
SELL
N/A
-5,689 Reduced 5.72%
93,720 $0
Q2 2024

Jul 23, 2024
BUY
N/A
5,155 Added 5.47%
99,409 $0
Q1 2024

Apr 19, 2024
SELL
N/A
-1,221 Reduced 1.28%
94,254 $0
Q4 2023

Jan 22, 2024
BUY
N/A
95,475 New
95,475 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email