Number of Shares
25,564
Holding current value
$1.93 Billion
% of portfolio
1.02%

Shares

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

Oct 23, 2025

BUY
N/A
25,564 New
25,564 $1.93 Billion
Track This Portfolio

Track Level Wealth Management LLC Portfolio

Follow Level Wealth Management LLC 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

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