Level Financial Advisors, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Level Financial Advisors, Inc.

  • $327 Million
  • Q3 2025
Number of Shares
98,159
Previous 98,584 0.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-425 Reduced 0.43%
98,159 $0
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
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