Level Financial Advisors, Inc. Closed Holding Positions

Level Financial Advisors, Inc.

  • $243 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LMT
Lockheed Martin Corp

Industrials
Q4 2023 Filed on Jan 22, 2024
25
$397.35 - $458.04 $9.93K - $11.5K
ADP
Automatic Data Processing Inc

Industrials
Q4 2023 Filed on Jan 22, 2024
42
$210.37 - $250.18 $8.84K - $10.5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2023 Filed on Jan 22, 2024
25
$431.41 - $532.94 $10.8K - $13.3K
Akers Biosciences Inc
Q2 2022 Filed on Jul 19, 2022
200
N/A
General Electric CO
Q2 2022 Filed on Jul 19, 2022
91
N/A
Arclight Clean Transition CO
Q2 2022 Filed on Jul 19, 2022
200
N/A
TROX
Tronox Holdings PLC

Basic Materials
Q1 2022 Filed on Apr 08, 2022
1
$16.06 - $25.78 $16.1 - $25.8
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on Apr 08, 2022
17
$29.62 - $30.41 $504 - $517
CLSK
Cleanspark, Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
50
$5.58 - $13.42 $279 - $671
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on Apr 08, 2022
294
$49.47 - $50.82 $14.5K - $14.9K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
566
$142.93 - $216.6 $80.9K - $123K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on Apr 08, 2022
24
$36.82 - $41.14 $884 - $987
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2022 Filed on Apr 08, 2022
96
$29.85 - $31.38 $2.87K - $3.01K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2022 Filed on Apr 08, 2022
9
$330.12 - $396.83 $2.97K - $3.57K
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2022 Filed on Apr 08, 2022
50
$101.62 - $128.95 $5.08K - $6.45K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
Q1 2022 Filed on Apr 08, 2022
7
$23.38 - $27.26 $164 - $191
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2022 Filed on Apr 08, 2022
36
$68.81 - $84.97 $2.48K - $3.06K
RMO
Romeo Power, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
100
$1.33 - $3.77 $133 - $377
SLVM
Sylvamo Corp

Basic Materials
Q1 2022 Filed on Apr 08, 2022
1
$27.44 - $39.78 $27.4 - $39.8
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
21
$11.28 - $19.37 $237 - $407
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on Apr 08, 2022
42
$14.0 - $18.74 $588 - $787
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on Apr 08, 2022
81
$80.11 - $90.62 $6.49K - $7.34K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2022 Filed on Apr 08, 2022
11
$69.3 - $81.58 $762 - $897
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
73
$36.2 - $47.38 $2.64K - $3.46K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on Apr 08, 2022
24
$25.45 - $30.25 $611 - $726
IP
International Paper CO

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
17
$40.98 - $49.5 $697 - $842
WELL
Welltower Inc.

Real Estate
Q1 2022 Filed on Apr 08, 2022
130
$79.67 - $98.31 $10.4K - $12.8K
AMT
American Tower Corp

Real Estate
Q1 2022 Filed on Apr 08, 2022
18
$226.87 - $286.38 $4.08K - $5.15K
GLW
Corning Inc

Technology
Q1 2022 Filed on Apr 08, 2022
100
$35.06 - $42.95 $3.51K - $4.3K
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on Apr 08, 2022
20
$77.16 - $85.43 $1.54K - $1.71K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
128
$119.6 - $152.37 $15.3K - $19.5K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2022 Filed on Apr 08, 2022
2
$79.77 - $93.68 $160 - $187
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
77
$234.1 - $296.68 $18K - $22.8K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on Apr 08, 2022
27
$140.76 - $164.9 $3.8K - $4.45K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
14
$32.09 - $47.76 $449 - $669
CCJ
Cameco Corp

Energy
Q1 2022 Filed on Apr 08, 2022
333
$18.42 - $29.27 $6.13K - $9.75K
ET
Energy Transfer LP

Energy
Q1 2022 Filed on Apr 08, 2022
493
$8.71 - $11.53 $4.29K - $5.68K
PBA
Pembina Pipeline Corp

Energy
Q1 2022 Filed on Apr 08, 2022
100
$30.15 - $38.05 $3.02K - $3.8K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
Q1 2022 Filed on Apr 08, 2022
2
$50.74 - $55.63 $101 - $111
ITGR
Integer Holdings Corp

Healthcare
Q1 2022 Filed on Apr 08, 2022
150
$76.55 - $85.89 $11.5K - $12.9K
ROP
Roper Technologies Inc

Industrials
Q1 2022 Filed on Apr 08, 2022
8
$423.48 - $478.32 $3.39K - $3.83K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
Q1 2022 Filed on Apr 08, 2022
8
$44.9 - $50.28 $359 - $402
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
131
$87.3 - $110.53 $11.4K - $14.5K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2022 Filed on Apr 08, 2022
478
$45.79 - $50.57 $21.9K - $24.2K
NS
Nu Star Energy L.P.

Energy
Q1 2022 Filed on Apr 08, 2022
110
$14.42 - $17.85 $1.59K - $1.96K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on Apr 08, 2022
420
$64.67 - $72.25 $27.2K - $30.3K
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