Level Wealth Management LLC Purchases and Sells in Q4 2024

Level Wealth Management LLC

53 operations

Stock	Shares change	Price Range	Shares Held
VTI	158K New	$280.04 - $302.45 $44.4M - $47.9M	158K $45.9B
BND	337K New	$71.75 - $75.11 $24.2M - $25.3M	337K $24.2B
VEA	335K New	$47.57 - $52.44 $15.9M - $17.6M	335K $16B
VTEB	192K New	$49.79 - $51.14 $9.54M - $9.79M	192K $9.6B
DFAU	149K New	$39.27 - $42.38 $5.84M - $6.3M	149K $6.02B
VWO	129K New	$44.04 - $49.49 $5.68M - $6.39M	129K $5.68B

Get notified when there are updates to the investment portfolio of Level Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Level Wealth Management LLC with notifications on news.