Level Financial Advisors, Inc. Portfolio Holdings
Level Financial Advisors, Inc.
- $243 Million
- Q3 2024
Level Financial Advisors, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $49.7M, Vanguard with a value of $23M, Vanguard Ftse Developed Market with a value of $18.1M, Vanguard Bd Index Fd Inc Short with a value of $13.6M, and Vanguard Sht Term Corp Bd ETF with a value of $11.8M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $218M to 243M.
Below you can find more details about Level Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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